Overview

We are family owned. There are an additional 4 employees who have worked here for a combined 25+ years including a full-time in-house Compliance Officer. There is a solid succession plan in place. We operate very much like a multi-family office, providing services above and beyond asset management. We have Non US clients in addition to US clients. Our clients are all over the world. We'd be interested in acquiring or partnering with an existing RIA or breakaway broker.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month

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