Overview

Purchased AUM firm recently after helping grow assets from <7mill in 2017. I own LLC acting as IAR plugged into large SE RIA. Moreover, I manage all portfolios on macro/micro basis as analyst /wealth advisor(CFA, CAIA, CMT, CPWA, CFP, ChFC, CFS, CLU) utilizing individual securities/etfs for various allocations combining tactical/passive strategies based on specific risk appetites/tax situations of clientele. In addition to this, actively growing asset base as well mostly via referrals from large FL Corp, online marketing. Finally, looking to merge/ help be successor for another fee only AUM RIA to meld with current RIA via TDA/Schwab platform to facilitate segue for selling Advisor. Open to potential fruitful conversations to ascertain WIN/WIN results......" A shot on ___ bad idea"

Be Great!

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...