Overview

We are an independent fee-based RIA, focused on high net worth wealth management, with offices in key cities throughout the country and growing rapidly. We are especially interested in expanding our presence in the Scottsdale/Phoenix market and are seeking experienced advisors.

Ideally, we are looking for independent RIA firms, or current wirehouse brokers, looking to join our firm. In the next 7-10 years we are looking to either sell our firm to a large public company or take the firm public itself as such we are aggressively investing money into marketing. Those who join us should want to help grow the firm so as to participate financially in the proceeds from this event.

For more information please send a message to schedule an introductory meeting.

Market
RIA
Member Level
Basic
Last Activity
within 2 months
Listing Age
75 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred

Loading...