Clients
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
TESTIMONIALS:
Since our Clients are not allowed to use Testimonials in their advertising, neither will we.
TYPES OF CLIENTS WE SERVE
UMA Model Providers
Pension Consulting Advisers
Mid-Size Advisers
Multi-State Advisers
Internet Advisers
High-Frequency Bloggers
State-Registrants in all 50 States