Overview

We are a three partner, fee-based discretionary investment management team that specializes in working with business owners helping align investment, legal and tax strategies. Almost entirely retail, a few retirement plans handled in branch. 425,000,00 AUM, 230,000,000 actively managed. We are interested in helping older advisors transition out. Three managing partners are 55, 39 and 31 so we can provide smooth transition for advisors clients. Preferably advisors who work on a fee based basis in retirement plans or retail accounts.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred

CRM Systems

Blurred
Resources
Loading...