Overview

We are interested in adding value to clients by offering asset management as well as holistic financial planning opportunities. We are also interested in adding leverage to other advisors by teaming up. Our strategic plan is to grow through organic growth as well as mergers and acquisitions from 1 mil of GDC to 2 Mil by 2020. Update 2021: arrived at 2 million+ and moving on!

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

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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