wealth team

ICG next

$2.3BBook of businessas reported in coverage

22Advisors

Wall Township, NJMarket

1Moves on our record

The lineage

until Oct 21, 2026PRIORLPL Financial

Oct 21, 2026CURRENTOsaic

Oct 21, 2026team liftoutLPL Financial → Osaic

No published coverage yet.

THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.