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

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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