Overview

Converted our practice to our own RIA on 9/06/19. Classic Fincl Plnng biz model using eMoney. Manage client accounts mostly in-house, on TDA & FOLIO. Would like to grow by targeted acquisitons, strategic biz continuation (via Jr Partner) or merger.--98% OF OUR GDC's ARE AUM MANAGED IN-HOUSE.

Market
RIA
Member Level
Basic
Last Activity
6 months or more
Member Since
Oct. 23, 2015

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