Chicago-based Jim Walesa and New Jersey-based Rivertan Financial Group, led by Ke M. Dao, bring more than $370 million in combined assets to Arkadios.
A pair of independent wealth management firms with more than $370 million in combined assets under management will join Arkadios Capital, an Atlanta-based hybrid broker/dealer, from Triad Advisors.
Jim Walesa, an independent advisor in Chicago who serves business owners and land and mineral rights owners, has transitioned to the Arkadios platform. New Jersey-based Rivertan Financial Group, led by Ke M. Dao, also joins; Rivertan has had double-digit percentage growth each year since it was founded seven years ago.
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