John Mannix, the former CEO of Baldwin Brothers, a $2.3 billion advisory firm, has launched Harmony Wealth Partners, a new registered investment advisor (RIA), Evan Simonoff and Jennifer Lea Reed reported for Financial Advisor.
Mannix has more than 75 percent ownership of the firm and is listed as CEO, chief compliance officer and managing partner on Harmony Wealth’s initial Form ADV.
Harmony Wealth is targeting clients with more than $25 million and will be advising individuals, high-net-worth individuals, families, trusts, estates, businesses, family offices and other institutional clients.
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