Integrations, analytics and measured innovation are the guidelines the former AssetMark CEO will follow in stitching together the firm’s bundle of businesses into a unified wealthstack.
Gregory Gardner relies in large measure on technologies from Orion Advisor Solutions to run and manage his $85 million in AUM RIA, but has gone a different route with some of his tech.
The firm has been running a Reg D offering involving senior secured bridge real estate loans for the past eight years. Earlier this year, it decided to switch to an interval fund structure.
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