Overview

Independent RIA for Fee based planning. 125 clients setup on monthly billing retainers.Corporate RIA for Advisory asset management.$58 million AUM on Fidelity IWS platform with YOY asset growth of 15%. B/D assets of $15 million including annuities and 401k business. Maintaining a holistic planning service offering to existing clients and referrals throughout a merger or acquisition.


Last Activity
within 3 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...