Overview

We are a discretionary RIA which utilizes individual securities and ETFs and to a very limited degree mutual funds. Are average client has been with over 15 years due to are high client touch and returns We have clients primarily in the Southwest and Northeast, but have some scattered everywhere. Most interested in working with a group interested in building their exposure around the country rather than one looking to expand by just acquiring a book.

Last Activity
6 months or more
Listing Age
2,319 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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Resources
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