$3.3B AUM | $2.2MM Rev in
Atlanta, Ga, AK
We have 2 RIAs in Atlanta, GA, one focused on Institutions & family offices and the other focused on HNW and retail clients. We are looking to acquire a book or have an advisor merge into our firm. Our firm offers an integrated tech stack, which is user friendly and client friendly.
We are part of a global firm which gives us a unique insight to global markets. In addition, we have more than 20 years of experience in servicing socially responsible investors and non-profit organizations.
You Do Not Have To Sacrifice Your Returns Or Values To Invest Successfully And Responsibly. A Financial Partner Should Strive To Make This A Possibility, Utilizing A Fiduciary Approach With Integrity, Transparency, And Customization.