Overview

We are looking to merge our business and potentially stay on. We manage several unique municipal bond strategies primarily for high net worth and family offices. We manage high quality short duration muni strategies as well well as distressed/opportunistic muni bond strategies. Our client base are sophisticated high net worth, family office type of investors. Average account size about 4+ million.

Last Activity
today
Listing Age
2,235 days old

Business Data

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Clearing Firm / Custodian

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