Overview

We are a very client centric team that focuses on our model portfolios using ETF, mutual funds, alternatives and individual bonds. I am open to discuss having someone sell or transition their business to my team. We have been in practice for 19 years and are CFPs and a CFAs.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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