Overview

Independent RIA for Fee based planning. 125 clients setup on monthly billing retainers.Corporate RIA for Advisory asset management.$40 million AUM on Fidelity IWS platform with YOY growth of 20%.B/D assets of $15 million including direct mutual funds, annuities and 401k business. Maintaining a holistic planning service offering to existing clients and referrals throughout a merger or acquisition.

Market
RIA
Member Level
Premier
Last Activity
today
Listing Age
116 days old

Business Data

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Clearing Firm / Custodian

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