Overview

We are an Asset Management firm with offices in Florida, Georgia, and Pennsylvania. We utilizes in-house models and a handful of select 3rd party money managers. We are looking to expand our practice by either: purchasing book(s) of business, facilitating succession plans, and\or merging with like minded practices. For practices \ books that we would acquire, we do not need to go to a bank to get financing.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month

Business Data

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Clearing Firm / Custodian

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