Overview

SEC-registered RIA firm specializing in active portfolio management and financial planning. All in house asset management using ETFs and individual stocks. We also have a growing Subadvisory business.

1. Looking for opportunities to scale and grow. Open to a merger with a firm of similar size or buy a practice.
2. Looking to add a growth-minded advisor that would over time have the opportunity to buy senior partners practice.

Last Activity
2 weeks

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