Overview

We are a DC-based RIA looking at potential acquisitions of smaller firms that may be lacking a succession plan. Our growth has historically come organically, but we are open to an acquisition should we find a similar operation at the right price with a good cultural fit.

Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...