Clients

TYPES OF CLIENTS WE SERVE

TESTIMONIALS:

 

Since our Clients are not allowed to use Testimonials in their advertising, neither will we.

FEE ONLY FINANCIAL PLANNERS

DISCRETIONARY ADVISERS

NONDISCRETIONARY ADVISERS

PRIVATE FUND ADVISERS

QUANT SHOPS

FOREIGN ADVISERS

UNREGISTERED ENTITIES

INVESTMENT COMPANY ADVISERS

WRAP PROGRAM SPONSORS

SMA SUB-ADVISERS

UMA Model Providers

Pension Consulting Advisers

Mid-Size Advisers

Multi-State Advisers

Internet Advisers

High-Frequency Bloggers

State-Registrants in all 50 States