Hightower made a strategic investment in Meyer Capital Group, a $1.6 billion firm with offices in Marlton, N.J. and Naples, Fla.
With 17 employees, including 10 advisors, Meyer Capital Group serves more than 800 clients.
Led by Thomas C. Meyer, CEO, Meyer Capital Group is a fee-only fiduciary wealth management firm which has been helping families achieve their financial goals since 1963. Since 1982, when Meyer took the helm, the firm has grown from $2 million to $1.6 billion assets under management (AUM). Today it serves a group of clients, including business owners, non-profits, and high-net-worth individuals.
In addition to inorganic support, Hightower offers its 133 advisory businesses in 34 states and the District of Columbia a range of services designed to catalyze and accelerate organic growth, including business development consulting, leadership and team development, talent acquisition, marketing support, technology, investment management resources, compliance, accounting, payroll and human resources.
As of March 31, 2023, Hightower’s assets under administration were approximately $148.2 billion, and assets under management (AUM) were $119.9 billion, an increase from $113.7 billion as of December 31, 2022.
FinSMEs
17/07/2023