Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
Profile Age
644 days old
General
Location
Smyrna, GA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$115,000,000.00
Gross Revenue
$750,000.00
# of Accounts
100
Avg Client Age
55
Overview

We are an Atlanta based independent, boutique investment counseling firm. We invest for portfolio longevity and specialize in managing money for individuals which requires the customization of portfolios in consideration of taxes. We are interested in acquiring clients and firms who have a similar philosophy and beliefs. We are a fee-only investment management firm.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...