Overview

We are a diversified asset management firm with unique wealth advisory capabilities that include private equity and an in-house long-short strategy. Currently run by a former financier and Wall Street CEO, we are currently seeking advisers to merge or join to broaden the firm's wealth advisory capabilities.

Adviser Listing - $350MM AUM Merge Opportunity in Los Angeles, CA

Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred
Resources
Loading...