Overview

We are a fast-growing RIA that practices comprehensive, fee-only financial planning. Among the three principals, two are middle-aged with varied credentials -- CFP and CFA. Ideally, we'd like to find small to mid-sized advisory firms looking for an exit plan.

Market
RIA
Member Level
Premier
Last Activity
6 months or more
Member Since
Nov. 4, 2015

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...