Peter Mawn Email

Founder, Managing Partner and Chief Strategic Officer . dakotawm.com

Palm Beach Gardens, FL

Location

p****@dakotawm.com

Primary Email

Current Roles

Employees:
80
Revenue:
$18.2M
About
Dakota Wealth Management is an independent investment management firm serving high-net-worth individuals, families and institutions. Founded by industry veteran Peter Raimondi, Dakota sets a new standard for wealth management. Through an inspired culture, our mission is to uniquely craft highly personalized and tailor-made investment strategies at a time when the financial industry has resorted to passive investing and computer-generated allocation models. Our experience, independent research and rigorous analytical framework allow us to deliver a transformational wealth management service to our clients. Dakota is headquartered in Palm Beach Gardens with offices nationwide. For more information, visit www.dakotawm.com
dakotawm.com Address
11376 North Jog Road
Palm Beach Gardens, FL
United States
dakotawm.com Email

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