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.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...