Overview

Our firm is an active asset manager with in-house trading capabilities in both equity and fixed income. We are looking to merge/acquire with a complementary financial planning business to deliver a comprehensive wealth management solution to our clients. We are also interested in growing the Retirement Plan Consulting side of our firm as a 3(38) Fiduciary for business retirement plans.

Market
RIA
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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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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