Overview

We are the financial services division of a regional Public Accounting Firm. We have offices in Central and Southern Illinois and Indiana, Western Kentucky, and Central Valley California. We outsource most of our clients assets. We want to manage the client relationship, not the client assets. We would like to merge, acquire, or be the succession plan for advisory based or advisory only firms.

Market
RIA
Member Level
Premier
Last Activity
2 weeks

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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