Advisors to call nowHow this list is builtEvery reason is a filed fact with its date: an office that lost its people, someone who moved firms with this advisor before and has just left, a newly filed adviser they own, an exam just passed. Beside each is how often advisors with the same fact moved within a year, for their own firm where the history is large enough, otherwise their channel.Timing, practice size, team and contact are shown separately and never added up. The order is timing first, then size, then team, then how recent the fact is, then how reachable the advisor is. None of this is a statement that anyone plans to leave.
Valuable practices with nothing current: worth knowing, not worth a call today.
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- Seth Hodes Able Wealth Management LLC, New York, Nyindependent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $493M to $551M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at ablewealth.co (hunter)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- Patrick Severson Truewealth Financial Partners, Bellevue, Waindependent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $233M to $260M, revenue at most $5M (transfer share is a judgment)
- Team
- 2-person high-confidence team
- Contact
- Direct
- verified business email at truewealthfp.com (hunter)
Who else to call: 4 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a dated reason to call now.
Before a call: a dated reason to call now.
- Yoel Kaplowitz Able Wealth Management LLC, Toms River, Njindependent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $493M to $551M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at ablewealth.co (hunter)
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- T••••• D•••••• A••••••• F••••••••, C•••••••• P•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $231M to $258M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at lpl.com (firm_website)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- J••••• P••••••••• M••••••••• W••••• • P•••••••• L••, M•••••• L•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $263M to $293M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at meriwether.com (firm_website); LinkedIn profile
Who else to call: 6 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- A••• C••••••• E•••••••• W••••• P••••••• L••, E•••••• O•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $203M to $361M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at willamettewealth.com (firm_website)
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- D•••• L••••••• R•••••• F••••• L••, B••••••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $126M to $225M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at robbinsfarley.com (firm_website); LinkedIn profile
Who else to call: 4 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- J•••• W••••• W••••• C••••••••• G••••• L••, H••••••••• B••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $1B+; portable $889M to $994M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at weaverconsultinggroup.com (firm_website); LinkedIn profile
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- B•••••• T••••• T••••• H•••••• C•••••• M•••••••••, R•••••••• V•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $399M to $446M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at taylorhoffman.com (hunter)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- R•••••• F••••••• P••••• P•••••••• L••, H••••••• T•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at patronpartners.com (firm_website)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- C•••• S••• S••• F•••••••• G••••• I•••, A••••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $274M to $306M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at shumfinancial.com (firm_website)
Who else to call: 9 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- R••••• B•••••• U••••• W••••• S•••••••••, B••• R••••• I•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $324M to $362M, revenue at most $5M (transfer share is a judgment)
- Team
- 2-person high-confidence team
- Contact
- Direct
- verified business email at uwsgroup.com (apollo); LinkedIn profile
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: a dated reason to call now.
Before a call: a dated reason to call now.
- M•••••• H•••••• I••••••••• W•••••• L••, T••••• F•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $254M to $452M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at instrumentalwealth.com (firm_website)
Who else to call: 4 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- M••••••• W•••• P••••••• W••••• M••••••••• L••, B••••••••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $284M to $505M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at werthwealth.com (firm_website); LinkedIn profile
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- J•••• L•• L••• K••••••• • K•••• W••••• M•••••••••, E••••••• C•••• M•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $215M to $240M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at lkwealthmanagement.com (firm_website); LinkedIn profile
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- J••• O••••••••• B•• W••••• M••••••••• L••, C•••••••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $306M to $342M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at bco-wealth.com (firm_website)
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- D••• B••••• T•• P••••••• G••••, N••••••••• I•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $248M to $277M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at planning-group.com (firm_website); LinkedIn profile
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- S••• A••••••• A••••••• F•••••••• S••••••••• L••, D•••••• O•mixed wealth
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $342M to $382M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at andersonfinancialstrategies.com (firm_website)
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- J••••• G••••••• 4• W••••• M••••••••• L••, M•••••• V•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $296M to $331M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at 4jwealth.com (firm_website); LinkedIn profile
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- B•••• G••••• T•••••• W••••• M••••••••• L••, C••••••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $455M to $508M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at triagenwealth.com (firm_website)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- J•••• A••••••• U••••• W••••• S•••••••••, B••• R••••• I•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $191M to $340M, revenue at most $5M (transfer share is a judgment)
- Team
- 2-person high-confidence team
- Contact
- Direct
- verified business email at uwsgroup.com (apollo); LinkedIn profile
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: a dated reason to call now.
Before a call: a dated reason to call now.
- F••••• W•••••• E•••• W••••• M••••••••• L••, S•• D••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $288M to $322M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at eigerwealth.com (hunter)
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- J•••••• D•••••• D•••••• W••••• M••••••••• I•••, P•••• V••••• E••••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $218M to $244M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at delarmewm.com (firm_website)
Who else to call: 3 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- S•••• M•••••••• T••••• S••••••••• S•••••••• I•••, H••••••••• P•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $126M to $225M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at taylorretirementservices.com (firm_website)
Who else to call: 4 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- M•••• C••••• Q•••••• P•••••••• M••••••••• L••, N•• Y•••• N•institutional manager
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $170M to $302M, revenue at most $5M (transfer share is a judgment)
- Team
- 2-person high-confidence team
- Contact
- Direct
- published business email at qmpm.com (firm_website)
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; a dated reason to call now.
Before a call: a dated reason to call now.
- M•••••• M•••••• R••••••• P•••••• C••••••• L••, G••••••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $1B+; portable $1.6B to $1.8B (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at rossmore.com (firm_website)
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- J••• C•••• P••••••• H••• W••••• M•••••••••, A•• A••••• M•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $252M to $281M, revenue at most $5M (transfer share is a judgment)
- Team
- 2-person high-confidence team
- Contact
- Direct
- verified business email at palatinehillwealth.com (hunter); LinkedIn profile
Who else to call: 12 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a dated reason to call now.
Before a call: a dated reason to call now.
- J••••• B••••• M•••••••• W••••• A••••••• L••, C••••••••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $217M to $243M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at muirfieldwealth.com (hunter); LinkedIn profile
Who else to call: 16 related advisors, 16 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- B••••••• B•••• N•••••• W••••• M••••••••• I•••, M••••••••• M•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $355M to $632M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at navistawealth.com (firm_website)
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- M•••••• T••••••• S••••••• W••••• A••••••• G••••• L••, G•••••• B••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $379M to $423M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at spectrumw.com (firm_website); LinkedIn profile
Who else to call: 3 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- J•••••• G•••• G• C•••••• M••••••••• L••, C•••••••• O•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $643M to $719M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at g2capital.net (firm_website)
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- A••••• A••••• C••••••••• W••••• A•••••••• L••, L••••••••• K•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $277M to $310M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at centerlinewealth.com (firm_website); direct line printed for this person
Who else to call: 6 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- M•••••• J•••• G•••••••• J•••• W••••• M••••••••• L••, L••••• R•••• A•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $484M to $541M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at gillilandjeter.com (firm_website); LinkedIn profile
Who else to call: 3 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- A••••• B••••• Z• C•••••• P•••••••, R•••••••• V•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $233M to $415M, revenue at most $5M (transfer share is a judgment)
- Team
- 2-person high-confidence team
- Contact
- Direct
- verified business email at z3capital.com (hunter); LinkedIn profile
Who else to call: 3 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a dated reason to call now.
Before a call: a dated reason to call now.
- D•••• M••••• M• G•• W•••••, S••••••• W•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $344M to $384M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at mbgenwealth.com (firm_website); LinkedIn profile
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- L••• C••••••••• B•••••• W•••••, L•• V••••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $322M to $573M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at buckleywealth.com (firm_website); LinkedIn profile
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- M•••••• T••••• T••••• S••••••••• S•••••••• I•••, H••••••••• P•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $215M to $240M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at taylorretirementservices.com (firm_website)
Who else to call: 4 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- J••••• C•••• F•••••••• F•••• L••, C•••••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $400M to $712M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at financialfocusllc.com (firm_website)
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- S•••••••• P•••• T•• P•••• G•••• W••••• M••••••••• L••, V•••••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $318M to $356M, revenue at most $5M (transfer share is a judgment)
- Team
- 2-person high-confidence team
- Contact
- Direct
- published business email at thepittigroup.com (firm_website)
Who else to call: 5 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; a dated reason to call now.
Before a call: a dated reason to call now.
- A•••••••• O•••••• O••••••••• S•••••• W••••• M•••••••••, C••••••••• S•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $415M to $463M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at objectivitysquared.com (firm_website)
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
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