$500MM AUM | $2MM Rev in
We are looking to expand the size of our business by acquiring or merging with other RIA firms or brokers. We have been in business for 17 years and have a primary core value. we strongly believe that most investment portfolios are inefficient and we strive to make sure all of our clients are in line with our 8 metrics. We have a broker dealer called Chapwood Securities, so we are a hybrid. We have some very unique AI that is used to analyze portfolios of prospects and existing clients. We designed these ourselves and are very proud of what they can do to help grow your existing book. We are looking to grow by associating our firm with other advisors who have at least $10 million under management but not more than $200 million.