Overview

RIA manages individual accounts with active management using both fundamental and technical analysis. Majority of accounts are IRA and IRA Rollovers, and have a fair amount of 403(b) accounts. Commission business is in mutual funds and some alternative investments. Some indexed annuities. All commission based products were inherited through acquisition.

Very client-centric servicing.

We are a growing company and looking for acquisition opportunities.

Market
RIA
Member Level
Basic
Last Activity
this month
Listing Age
1,012 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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