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.

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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