Overview

We are a hybrid group that custodies assets at LPL and runs all of our asset management and consulting work through a separate RIA. We manage approximately $100,000,000 and run sophisticated investment models/strategies for our clients. Our purpose for using this site is to look for purchase or merger opportunities that would provide us with opportunities to gain scale and synergies, both financial and otherwise.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

Business Data

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