Overview

Looking to acquire a transitioning book of business from a local advisor with like minded risk management and investment views. We are a seasoned firm with long term multi-generational relationships with our clients. We use modern technologies and are a full fee based firm. We can integrate with the various custodians, but currently use TD Ameritrade Institutional (potentially Schwab in the future) and ITB Interactive Brokers.

Market
RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
691 days old

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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