Built-in Companions, a nationwide monetary planning and registered funding advisory agency based mostly in Waltham, MA, stated July 24 that it has added the Mohr Monetary Group, of San Diego, to its roster of 141 advisory companions.
Mohr, with 5 monetary advisors supported by a crew of 5 workers, introduced $430 million in advisory and brokerage property over from Lincoln Monetary. Led by Jim Mohr and his son, Michael, Mohr Monetary is considered one of 10 new advisory outfits from California to hitch Built-in since mid-2018.
Built-in, previously often known as Built-in Monetary Companions, just lately accomplished a rebrand. It stated it accomplished the transition for Mohr Monetary in a scant 30 days, and touted its “custodian-agnostic atmosphere, best-in-class customizable tech stack” and entry to its “CPA referral program, superior monetary planning crew and the Built-in Enterprise Alliance” as components contributing to Mohr’s determination.
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