Overview

We are looking to acquire firms or bring on independent advisors who want to join a young growing company.
We have put in place:
• Flexibility of investment management with deep research
• Sophisticated technology and reporting
• Financial goals driven investment management, as a Fiduciary
• A firm willing to make investments in gathering new assets
Bottom line is we’ve built a firm that we, as investment professionals, would want to hire. In fact, one third of our clients are investment professionals.


Last Activity
this month
Listing Updated
Feb. 8, 2024

Business Data

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