Let the experienced professionals at Red Oak assist with registering your new RIA.
I can’t imagine trying to do this any other way. I am so glad I went with you.
— Christine Blair, King Ridge Asset Management
There are a lot of details and steps to becoming registered, and we will do as many of them as possible without your involvement. There are some items where we will provide guidance but will need your assistance. Depending on your jurisdiction, these could include finger print cards, a balance sheet, and such. Our goal is to allow you to focus on your business while we apply our expertise.
We respect your time and will do most of the work based on a few phone conversations with you. Our approach is to make sure we understand your business plans and then prepare draft documents for you to review for factual accuracy prior to creating final documents.
Our registration service includes everything needed to start out compliant.
Call Red Oak at 888.302.4594 or email firstname.lastname@example.org to discuss your needs.