Social engagement
Social engagement: 813 social following, 5 posts in the last 12 months — below the industry typical range.
Investor mix
1 investor on record; lead investors include High Tower.
| Investor type | Count | Share |
|---|---|---|
| Other / undisclosed | 1 | 100% |
Hiring activity
No recent openings observed
No roles tracked in the last 12 months
22 Jul 2025 · Associate Wealth Advisor
Based on job postings tracked across public sources.
Recent activity
6 Aug 2025
Event
NEXT estate planning webinar