Overview

we are a growing, MFO, Fee-based, independent/boutique practice with a team based (ensemble) approach-- we do more of an endowment style of portfolio management within the holistic wealth management context-- over 50% of clients are former business owners or current business owners---Looking to develop a deeper partnership for the Team, growth both organically and by merger/acquisition--with ownership opportunities similar to law firms/CPA firms

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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Mutual Funds

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Variable Annuities

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