Overview

We are a fast growing (25% annualized growth) independent hybrid (Independent RIA/BD) investment management/planning firm operating in 14 geographic states. Looking to expand our practice in the Atlanta GA areas. We follow the endowment model of investing and are looking for like minded investment professionals to join our firm to participate in either continued growth or succession planning.


Last Activity
this week
Listing Updated
Dec. 21, 2023

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