| Name | Title | Contact Details |
|---|
Dynasty Financial Partners helps successful advisors become extremely successful entrepreneurs. Dynasty Financial Partners was founded by industry veterans to improve the model of financial advice by empowering Advisors to grow their businesses more efficiently, increase client offerings, and minimize conflict. We offer a fully customizable platform, with end-to-end support from a proven team and access to distinctive products and services. Our scale seeks to give RIAs and their clients better pricing, institutional-level due diligence, and access to highly-rated marketing services. We also provide transition financing and ongoing support for growth through our Dynasty Network. Dynasty Financial Partners is committed to helping some of the wealth management industry`s leading investment advisors realize their dreams of business ownership with reduced conflict of interest.
McColl Partners is a Charlotte, NC-based company in the Financial Services sector.
HRG Group, Inc. is a diversified holding company focused on businesses that can, in the long term, generate sustainable free cash flow or high returns. HRG Group`s principal operations are conducted through businesses that: offer branded consumer products (such as consumer batteries, residential locksets, residential builders’ hardware, faucets, shaving and grooming products, personal care products, small household appliances, specialty pet supplies, lawn, garden and home pest control products, personal insect repellents); offer life insurance and annuity products; provide asset-backed loans; and own energy assets. HRG Group`s intention is to generally hold controlling equity interests, but it may also hold debt instruments or minority equity interests from time to time. HRG Group is headquartered in New York and trades on the New York Stock Exchange under the symbol HRG.
Sofinova is a San Francisco, CA-based company in the Financial Services sector.
Deseranno Wealth Management is a Grosse Pointe Farms, MI-based company in the Financial Services sector.