Overview

WCA is municipal bond centric RIA located outside of Philadelphia.
We build custom portfolios consisting of individual municipal bonds
About half of our assets are direct with clients, and the other half is on a sub-advisory basis for other RIAs.
We custody with Schwab, Fidelity, and TDA
We are looking for a strategic fit with another RIA who needs expertise with fixed income.

Market
RIA
Member Level
Premier
Last Activity
today

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