Overview

RIA- Fee based only investment management firm started in 2019 serving mostly clients with traditional/conservative values. We are the first and only firm to offer Constitutionally Responsible Investing™. I am looking to purchase a small book of business in central Texas from an advisor that is 1-3 years from retirement. I have the CFA & CAIA designations, with a Masters in Investment Management. Happy to consider other arrangements as well.

Last Activity
within 3 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...