$425MM AUM | $5.4MM Rev in
Private Wealth/Multi-Family Office. We work with families that possess between $5,000,000 and $100,000,000 of net worth, or incomes of $500,000 plus. We are currently on an aggressive growth path and are interested in talking with like minded fee based practices about the benefits of partnership and to see if our substantial experience and resources in marketing, prospecting and planning could be of benefit to you.
We have built out a very successful Private Wealth Advisory and are looking for strong individual advisors like you to discuss partnership opportunities. We have a dynamic active asset management service provided via a team of highly experienced multiple CFAs and MBAs, a CFP support staff developing financial plans, proposals and analysis to assist our client facing Wealth Advisors, and have refined our systems and processes enabling us to not only frequently meet HNW prospects but to close over 85% of our initial meetings. We are RIA only and have designed a unique means of delivering alternative investments (private placements, etc) via the RIA platform.
Headquartered in Scottsdale, AZ, we also have offices in Seattle, Orange County and Memphis.