Overview

Independent, solo, 100% fee-only RIA operating alongside a CPA practice looking to grow through acquisition and/or merger of like-minded practitioners. Also looking to secure cross continuity arrangement in the event of death or disability.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...