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Visible listings with financial documents
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$17.8M
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Active industry: Financial Services
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Independent property-and-casualty insurance brokerage focused on mid-market commercial accounts in the Southeast. ~$84M in placed premium.
Registered investment advisor (RIA) serving high-net-worth individuals across the upper Midwest. Discretionary AUM of $640M.
Independent property-and-casualty insurance brokerage focused on mid-market commercial accounts in the Southeast. ~$84M in placed premium.
Registered investment advisor (RIA) serving high-net-worth individuals across the upper Midwest. Discretionary AUM of $640M.