PFI Advisors
Financial Services - , California, United States
PFI Advisors Employees
PFI Advisors Senior Management
PFI Advisors Details
PFI Advisors works exclusively with billion-dollar breakaway teams that feel they already have the scale to start their own RIA without partnering with the national platforms that are currently out there. For existing RIAs, PFI Advisors is available to consult on many of the operational and strategic issues facing larger firms as they continue to grow and need scale. This includes Operations and Technology Consulting (Technology Assessments, Technology Conversions, Operational Best Practices, etc.), and M&A Integration Support Services (after the "handshake," how do you attain the economies of scale everyone has sold you on?).
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