Overview

We are a SEC registered RIA and broker dealer firm headquartered in Troy, MI. Our firm continues to grow by adding independent advisors and hybrid representatives who are interested in keeping their independence but looking for a firm who can provide compliance support, back, middle, and front-office support, investment management services, robust technology, all while providing a high level of personal service to your business allowing advisors to gain better efficiencies for their practices. Additionally, we provide estate planning services via our law firm and also a full line of property and casualty insurance via our insurance agency. If you are an advisor looking to join a firm, let's have a discussion!

Market
RIA
Member Level
Chalice
Last Activity
2 weeks
Listing Age
768 days old

Business Data

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