Overview

We are a fee-only SEC registered money manager, financial and retirement planner, with both CFA's and CFPs as part of the team with many decades of experience, in an institutional and individual wealth management environment. As of December 31st. 2022, AUM is $435,000,000. Hope to be able to acquire a firm where we can add value to the selling firm and its owner(s) and deliver value to the seller(s) clients, as we have already done so successfully.

Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred
Resources
Loading...