Overview

My business partner and I are in the process of building something special and we are looking to help retiring advisors transition their businesses or to partner with advisors looking for a new home. Our offering includes Wealth Management for the 1-10 million dollar folks, Multi-family office for the 10 million plus crowd, with a Niche market of Doctors and Business Owners. We'd love to chat and tell you about what we're creating and to see if we'd be a good fit for you and your clients. Much of the information in the profile will be changing, but we'll fill you in when we chat.

Market
RIA
Member Level
Premier
Last Activity
this week
Listing Age
223 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...