Overview

We are a stand alone RIA firm. We primarily use DFA, sometimes vanguard. Both my partner who are in our mid 30s built our business from the ground up together over the past 13 years. We are a Wealth Management firm and manage approximately $130MM.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Resources
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