AdvisorAssist
www.advisorassist.comAdvisorAssist is a management consulting firm focused exclusively on serving investment advisory firms. Through consultative services and outsourcing, AdvisorAssist provides expertise, resources and actionable solutions that enable investment advisors to achieve their full potential. We are not your typical consulting firm. We deliver practical, actionable advice and solutions that are specific to your unique situation and business model by bringing together the three critical components of your advisory practice: People, Process and Technology. Services include: - RIA Transition Strategy & Registration - RIA Registration and Compliance Design - Ongoing Compliance Support - Strategic, Operational & Marketing Planning http://AdvisorAssist.com
Read moreAdvisorAssist is a management consulting firm focused exclusively on serving investment advisory firms. Through consultative services and outsourcing, AdvisorAssist provides expertise, resources and actionable solutions that enable investment advisors to achieve their full potential. We are not your typical consulting firm. We deliver practical, actionable advice and solutions that are specific to your unique situation and business model by bringing together the three critical components of your advisory practice: People, Process and Technology. Services include: - RIA Transition Strategy & Registration - RIA Registration and Compliance Design - Ongoing Compliance Support - Strategic, Operational & Marketing Planning http://AdvisorAssist.com
Read moreCountry
State
Massachusetts
Industry
Employees
11-50
Founded
2006
Estimated Revenue
$1,000,000 to $5,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
Vice President Senior Compliance Consultant
Email ****** @****.comPhone (***) ****-****Founder / Chief Executive Officer / Lead Consultant
Email ****** @****.comPhone (***) ****-****Partner , Managing Director
Email ****** @****.comPhone (***) ****-****Managing Director
Email ****** @****.comPhone (***) ****-****
Technologies
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