Overview

We are a growing Independent RIA that is 100% fee based, enjoying close relationships with our clients. We have built the infrastrucre to move more into financial planning and anticipate this to be a large percentage of our business going forward.
We are looking for somewhat local RIA's who might be ready to retire and are concerned about transitioning their clients to the right people who will successfully take care of them.

Last Activity
6 months or more

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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CRM Systems

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Resources
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