Company Facts

  • SEC Registered Investment Advisor since 2008.
  • Working with over 1,800 advisors in 47 states.
  • Over $610M in AUM (as of 09/30/2016).
  • Clears through TD Ameritrade, Charles Schwab, Fidelity, and Mid-Atlantic.
  • Friendly broker-dealer relationships with PKS and Freedom Investors.