Overview

Our firm currently manages over $640 million exclusively on a Fee Only, fiduciary Ria platform. We are strong proponents of financial planning and 5 have employees with CFPs. In addition, we have a CIMA as well as CFA.

We are looking to grow our footprint outside of simply our current geographic area.

We are looking to either purchase a practice or work with a practice to merge or even become a succession plan for an advisor nearing retirement age.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred
Resources
Loading...