Overview

We are interested in acquiring practices with similar characteristics ($10-50M in AUM/fee only) as us. We are also interested in Succession/Continuity arrangements with our firm as the potential Successor firm. State registered independent, RIA 100% fee-only. Financial planning, financial coaching and discretionary asset management are the principal focuses of the business. We use Pershing and TD Ameritrade as our custodians, Junxure for CRM, Emoney and ExecPlan for financial planning, Orion for portfolio accounting and Trading, YCharts/Zacks/RiskAlyze and Kwanti for research and portfolio construction. Emphasis on mutual funds (open end and, primarily, ETF) for portfolio management.

Market
Advisor/RIA
Member Level
Lite
Last Activity
within 2 months

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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