Overview

We are an independent RIA that manages more than $1 Billlion in assets, with financial planning and asset management as the main services for our clients. We are not actively looking to acquire but would always be open to the right fit. The right fit for us is fee only, financial planners. We have acquired practices in the past.

Market
RIA
Last Activity
2 weeks

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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CRM Systems

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