Overview

Fee based RIA looking using predominantly managed money passive strategies actively looking to acquire books of business. Entirely clean U4. Prefer fee based advisor practices. Managed money portfolios are low turnover. Broad market exposures and asset allocation, financial planning, with targeted growth strategies. Core clients are young with attractive demographics for long term wealth appreciation.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Member Since
Oct. 12, 2018

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...