Jonathan Millman, Ian Millman, Mario Venerose, Alan Yakuboff

Adviser/team AUM: $260,000,000

Gross annual production/TTM: $1,900,000

Move Details

Firm leaving Wells Fargo Advisors
Firm joining Kingsview Asset Management
Adviser(s) location

Woodbury, NY

Date January 17, 2019

Latest Moves to Kingsview Asset Management

Adviser(s) Date announced
Robert "Bob" RobinsonFebruary 07, 2019
Jonathan Millman, Ian Millman, Mario Venerose, Alan YakuboffJanuary 15, 2019
Trenton LayNovember 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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