Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Valparaiso, IN, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$315,000,000.00
Gross Revenue
$2,540,000.00
# of Accounts
300
Avg Client Age
55
Overview

Our Mission: We deliver proactive, objective advice, plans and solutions enabling our clients to reach their unique family goals.

Our Value Proposition: We choose to be unbiased fiduciaries for our clients - we place our clients' interests first and proactively provide objective, transparent and comprehensive advice and solutions. Our partnership with HighTower, an advisor-owned and client-centered independent Advisory firm, helps us maintain our open, genuine client focus with Wall Street resources and sophistication.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...