Prometheum recently secured approval as a special purpose broker-dealer.
Two advisors have switched to the $17B AUA firm.
Most people are expecting a refund, and they could be getting more than they think.
More than four in ten US households have IRAs, according to an Investment Company Institute report.
The Cadaret Grant-affiliated firm in Los Gatos, California, manages almost $370 million.
The amount of unpaid tax is estimated to be hundreds of millions of dollars.
Fannie Mae estimates the 60-plus cohort could soon make up half of US homeowners.
Digital investment platform owner intends to list on the Nasdaq.
The Tacoma, Washington, team was attracted by advisor-client experience.
Natasha Vij Greiner has been with the regulator for two decades.
