Overview

Interested in merging or selling our business to other like-minded fiduciaries. Fee-ONLY RIA founded by ex-Motley Foolers. We focus on stocks, funds, and ETFs with history of outperformance. Loyal and low maintenance client base (used to phone/email communications), primarily in NJ, TX, CA.

Market
RIA
Member Level
Basic
Last Activity
this week
Listing Age
479 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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