Overview

We are financial Planners for mainly Small Business all over the country. Over the lest 2 years we have shifted focus a little bit to Fee Based AUM. Which is the way we want to grow in the future. Fee Based is 75% of our asset management. (I couldn't get your chart to slide correctly). We are focused on growth on AUM and we are now looking to buy a practice or 2.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred

Loading...