$180MM AUM | $2.5MM GDC in
We are a midsize RIA that provides a platform and culture to support the advisor so that they can maintain an independent feel and payout with full investment, administrative and compliance support. We foster the culture that your business belongs to you and we are here to assist as needed in the growth, maintenance and eventual succession of that business. High payout, independence within a full service team environment.
We are actively seeking advisors who want to maintain that independence but have a desire to be part of an organization who can provide the structure and administration for the business. We are also seeking advisors who are seeking a succession plan as well as those who can act as a potential successor to existing advisors.