Overview

We are a branch of Summit Financial. Summit has approximately $13B of AUM. We use World Equity Group for legacy BD business. The majority of our branches Advisory assets are at Charles Schwab but through Summit we also have Fidelity, Goldman Sachs, Pershing and Raymond James. We can assist with the following:
Buy/out and Succession Plan
Opportunity to monetize a portion of your business
Opportunity to participate in a planned IPO
Growth Capital to expand your business
Office Space available in some locations
Technology Stack
Help building your own business model


Last Activity
2 weeks

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