Overview

We are a flat-fee fiduciary firm seeking acquisition and merger opportunities with the right candidates.

In addition, we form relationships with other advisors and centers of influence as registered solicitors to our firm. Through this process, we are able to compensate our registered solicitors for referrals, provided all requirements are met under SEC Rule 206(4)-3.

If either of these interest you, it would be great to discuss further. Thank you.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
1,077 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...