Overview

My firms focuses on a high level of client interaction and service. We are highly independent and are focused on continuing to learn , question and innovate our process. Goal is to be at 200 AUM in 4 years. We would considering purchasing another firm if it were in Louisiana or Northwest Arkansas

Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...