the spring of 2007, five established financial service practices, upon
learning that their BD was being sold, banded together with the common
goal of creating economies of scale and to get off the proverbial
“island” you hear advisors talk of.
A culture of sharing best practices and ideas emerged. Upon successfully transitioning to a new Broker Dealer in 2007 the group has steadily grown in production, assets under management and number of offices.
Advisors is comprised of over 40 producing advisors with a GDC of over 8
million and AUM of 1.60 billion.