Mandate & appetite
- Preferred strategies
- —
- Target geographies
- US & Canada
- Typical ticket
- —
- AUM
- $160bn
- Real-asset allocation
- —
- Appetite
- —
Investor profile
US RIA aggregator. ~$160B AUM. Open architecture wealth platform.
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Comparable allocators
Family Office · $918m AUM
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Wealth Advisors Group, LLC, located in the United States, is a Registered Investment Adviser that specializes in providing tailored financial services for high-net-worth clients, focusing on investment strategies, retirement and estate planning, as well as tax strategies. Although specific founding details and AUM are not disclosed, the firm emphasizes personalized service through their experienced team of financial professionals.
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Hcr Wealth Advisors
Los Angeles, United States
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Horizon Advisors (Horizon Family Office)
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