| Services: | Registered Investment Advisor, Individual-Business-Retirement Plans |
| Certifications: | Registered Investment Advisor |
| General Content: | 126420Attr:retirement Plans, Portfolio Managemet |
| Credit Rating: | Very Good |
| Sales Volume: | 1M - 2M |
| Employee Size Range: | 5-9 |
| Franchise/Chain: | Standalone |
| Number of PC's: | 2-9 |
| Square Footage: | 2500-9999 |
| Fortune 500: | No |