Overview

I am an attorney and Certified Financial Planner with an accounting background. My firm primarily employs a "Family Office" business model advising exceptionally affluent, multi-generational family members and beneficiaries. We also advise closely held business owners and "C-Suite" (corporate) executives, among other business leaders.

At this point, I am looking to accumulate Assets Under Management (AUM) by acquiring other firms or merging with their principals. I hope this site will help me learn about potential sellers or merger candidates.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...