We are a local Franklin, TN RIA firm looking to grow our practice. Although we have gathered 24 million under management in a 2 year time period, we would like to accelerate our growth process.
We utilize a 3rd party Money Manager (Direct client access to 5 CFA Portfolio Managers) currently managing 2.3 Billion and the Custodian is TD Ameritrade.
We have 2 Advisors in our office with combined industry experience of approx. 40 years and additional support staff.