Overview

Fee based RIA. High focus on customer service with a multi-touch approach. Managed money is handled by our investment team which is a group of CFAs & CFPs running portfolios from conservative to aggressive. Looking to find an advisor who wants to get out of the business or an advisor looking to stream line their business by joining a practice that can handle the money management so they can focus on client relationship.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Listing Age
1,001 days old

Business Data

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