Overview

Baron's and Forbes ranked, female lead Ameriprise Financial advisory practice focusing on financial planning and asset management. Current team of 8 that wishes to continue to grow by purchasing or merging in established practices. Currently managing around 350M with 95% recurring revenue.

Market
RIA
Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...