Overview

We're a team of 4 at one of the major banks looking to constantly expand our book of business through acquisition or merger. We're currently 100% fee-based and run our own models of equities and fixed income products. We've been able to successfully grow our AUM to $140MM within 4 years without acquisition and are looking to keep that kind of pace going.

Market
RIA
Member Level
Premier
Last Activity
this month
Member Since
Nov. 26, 2020

Business Data

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