Overview

We are a firm who's client consists of a broad spectrum of industries including Group Retirement Plans, Non-Profit Organizations, 403b/457 Educators both in K-12 and Higher Ed markets and High Net Worth clients. We are looking to continue our growth organically but also grow through the purchase of other advisor practices or through a Succession Plan that we offer. A retiring Advisor can get up to 75% of their revenue for 20 years through our Succession Plan Offering.

Market
RIA
Member Level
Basic
Last Activity
within 6 months
Listing Age
535 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred

CRM Systems

Blurred

Loading...