Overview

High touch, client-centric Independent RIA manages individual accounts for both retired and still-working individuals. Majority of accounts are IRA and IRA Rollovers, and have a fair amount of 403(b) accounts, as well as SEP IRA's.

We are a growing company and looking for acquisition opportunities.


Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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