$28MM AUM | $130,000 Rev in
Our primary business model is to expand and grow. We have elected to accomplish this by buying other RIA firms
within a certain geographic area. Since our firm has a licensed Insurance agent we can also manage existing insurance
clients as well. We are primarily looking at RIA firms with TDA and or Charles Schwab. We will look at other clearing firms and determine
if papering other firms is financial practical.
Financing these buy-outs will be another discussion as well.