LPL Financial, US-based independent broker/dealer, has added StreamSong Advisors to its RIA custodial platform.
Comprising two financial advisors, a client portfolio manager, a specialist in financial, tax, business succession and estate planning, and two support personnel, Grand Rapids, Michigan-based StreamSong is a newly-formed independent financial advisory firm which manages over $1.2 billion in assets.
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Targeting businesses and HNW investors within the $500,000 to $2 million range, StreamSong’s team intends to provide advisory strategies for private clients and ultra HNW households looking for multi-family office support.
Thomas Braun, founder of StreamSong, commented: "We researched a variety of firms and business models before choosing to become an independent hybrid financial advisory firm and to branch office with LPL. All together, these offerings provide the potential for a superior client experience."
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