Overview

Our practice is primarily fee-based. We are affiliated with a small RIA/BD. We are potentially interested in a merger with firms who can complement what we're doing. We use Riskalyze, TD Ameritrade as custodian, Money Guide Pro, Redtail. We have a relatively lean organization and have negotiated a great payout structure. Principal interested in working another 5 years. Looking for situations that will add value to our clients and provide the least disruption to us and our clients.

Last Activity
6 months or more

Business Data

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