A digital family office formed by the merger of financial and tax advisory service Compound and digital RIA Alternativ Wealth in September 2023 has announced a new milestone.
Compound Planning has seen strong growth in the past six months, including nine advisors who joined from Personal Capital in January and twelve more from several firms, a total of 21 new advisors since the start of the year and more than 30 overall.
Meanwhile, the firm’s AUM has broken through the $2 billion mark, a figure that has grown 80% since the merger.
"Managing $2 billion of client assets is a testament to our team’s dedication and the trust our clients place in us," said Christian Haigh, co-founder and CEO of Compound Planning. "Our rapid growth reflects our unwavering commitment to delivering top-notch financial planning and wealth management solutions to our diverse clientele. And it’s why we continue to attract exceptionally talented financial advisors.”
The latest advisors to join the firm are:
“I am thrilled to welcome these six advisors, whose extensive experience and commitment to excellence further enhance the personalized, tech-enabled services we provide,” added Haigh.
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