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ria

Latigo Peak Partners

In network coverage since October 19, 2026 · 6 stories
Network coverage
Features

Phil Scott and Jim Atwood launch $18.6B RIA Latigo Peak as BofA downgrades Ameriprise

The self-funded Palm Beach Gardens firm opens with 48 professionals and dual custody at Charles Schwab and BNY Pershing.
RIA · Oct 20Phil Scott and Jim Atwood launch $18.6B RIA Latigo Peak in Palm Beach Gardens
move · Oct 19Two JPMorgan advisors leave with $18.6B to launch self-funded Latigo Peak
Moves · Oct 19Jim Atwood and Phil Scott leave JPMorgan to launch $18.6B RIA Latigo Peak
move · Oct 19Phil Scott, Jim Atwood launch self-funded RIA with $18.6 billion
Moves · Oct 19Scott and Atwood leave J.P. Morgan Advisors, where they managed $18.6B, to launch Latigo Peak Partners
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