Overview

We are a small, client focused asset management firm connected to a CPA firm and we are dedicated to increasing the wealth of our clients. We are looking to grow by acquiring a smaller company, preferably in the local area.

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
Listing Age
868 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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