Overview

We organized our LLC firm just over 10 years ago and built it from the ground up starting with $0 AUM. We won one client at a time. We're a high touch, high service team that grew up in a Private Bank setting. Each client has a team with a portfolio manager and financial planner to get a full investment, wealth, financial service experience.

We are now open to the idea of a purchase to leverage our infrastructure and services. We recently added a portfolio manager and financial planner for future growth capacity. Our primary focus is a purchase within a reasonable geographic distance.

Last Activity
6 months or more

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