Overview

We are looking to grow and expand by acquiring RIAs to add not only the AUM to our business, but more importantly bringing the talent along with us to continue managing client relationships, providing more leads to the new advisors, and growing their current book of business through the multitude of services we offer. We are headquartered in Las Vegas, but are over 90% remote. When acquiring a firm, we will keep the brick and mortar location, if necessary for the clients. We utilize a robust tech stack to be able to service our clients nationwide.

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