Jonathan Millman, Ian Millman, Mario Venerose, Alan Yakuboff
Adviser/team AUM: $260,000,000
Gross annual production/TTM: $1,900,000
|Firm leaving||Wells Fargo Advisors|
|Firm joining||Kingsview Asset Management|
|Date||January 17, 2019|
Latest Moves to Kingsview Asset Management
|Robert "Bob" Robinson||February 07, 2019|
|Jonathan Millman, Ian Millman, Mario Venerose, Alan Yakuboff||January 15, 2019|
|Trenton Lay||November 29, 2018|
Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.
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