RIA in a Box Client Referral Program

We are excited to announce the launch of our new client referral program. For every firm you refer that signs up for one of our MyRIAComplianceTM ongoing compliance support service levels, your firm and the firm you refer will receive a free month of service. Click on the button below to make a referral now!

Need additional information? Feel free to contact Eric Stone

Eric Stone
Director of Client Success
125 Maiden Lane, Suite 15C
New York, NY 10038
212-840-1540
estone@riainabox.com 

 

Referral Program

Note: RIA in a Box LLC is not a law firm, investment advisory firm, or a CPA firm. RIA in a Box LLC does not provide legal advice or opinions to any party or client. You should always consult your relevant regulatory authorities as this information should not be relied upon as currently accurate. This information is provided for educational purposes only and is not an exhaustive list of regulatory requirements.