Overview

We are a RIA firm that is interested purchasing an existing book of business or become a successor to an advisor wishing to partly or completely retire.

Our focus is Retirement/Estate planning for clients and our portfolio allocation consists of stocks, bonds, mutual funds & ETF's. We custody at Charles Schwab.

Market
Advisor/RIA
Member Level
Chalice
Last Activity
6 months or more
Listing Age
32 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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CRM Systems

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