We are a hybrid organization. Our fee advisory business is 100% owner by Partner/Advisors. Our non-fee business is through a national Broker/dealer. Age of our key advisers and leaders varies from 64 to 49 years old. We are looking to MERGE advisory practices that are looking for scale and superior business and client experience in todays environment. Merged book does not belong to the FIRM. It belongs to the ADVISOR. This is truly a practice platform "for the advisors" by the advisors"
Partnership Track and Profit Sharing available for the right Advisor.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers


Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems