A full-service broker-dealer offering investment products and services to private and corporate clients. Their services include investment banking, corporate finance, equity research, and wealth management. They focus on providing boutique, personalized services and access to exclusive investment opportunities.
1997
Privately held
Uniondale, Ny, United States
About
Mission
Dedicated to assisting clients in achieving their financial goals through personalized investment services.
Values
Personalized service, wealth creation, financial planning, and client-focused strategies.
Participant Demographics
Serves both private investors and corporate clients, including retail and institutional investors.
Track Record
Team Experience
Leadership team has decades of experience.
Notable Achievements
Participated in 1,750 transactions since 2012; extensive experience in SPACs and IPOs.
Project Track Record
Notable transactions include advisory roles in acquisitions and fairness opinions for Sorrento Therapeutics and others.
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Uniondale, Ny, United States
Legal & Compliance
FINRA, SIPC
No major violations mentioned.
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