How This Team Grew to $800M from $280M in 14 months
Originally posted on onwallstreet.com
Signature Wealth Group intends to ride that breakaway wave.
“Right now, we are currently having discussions with advisors at both wirehouses and regional BDs and anticipate adding multiple locations later this year,” Munn says. “Our principal footprint is in the Carolinas and the border states, but we have also had preliminary conversations as far as Texas, Ohio and Illinois. We’re finding that the idea of a flexible business model with access to scale is appealing to growth minded advisors, particularly given that we have institutionalized the succession planning process.”
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