Maridea, founded in 2023 and managing $470 million in assets, was an attractive investment for its fee-only model and synergy with adjacent financial services, said 119th Street’s managing partner.
Did someone forward you this newsletter? Sign up here to receive it direct.
You are subscribed to this newsletter as newsletter@newslettercollector.com
To ensure uninterrupted delivery of this critical eNewsletter alert be sure to add WealthManagement.com and the reply address to your list of safe sender contacts.
