Overview

We are looking to add women advisors with $5-$20M of AUM to our holistic wealth management practice. We can provide back office, trading, investment research, marketing and compliance while you get to spend more time with your clients. We currently have clients in 21 different states and four offices.

Market
RIA
Member Level
Basic
Last Activity
6 months or more

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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Variable Annuities

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