Overview

We are in growth mode and are looking for small to midsize ($1M to $25M) firms to purchase. Our plan would include a transition period for the benefit of clients and their experience as well as business continuity. With most of our clients in Indiana and Texas, our plan is to expand utilizing partner associates in each of our primary states.


Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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