Ocean Heights Advisors spent the past three years nearly doubling its assets while using Mariner's back-office services. Now the firm is implementing a succession plan by transitioning ownership by Mariner.Mariner acquires California financial adviser, bringing $730M in assets
Ocean Heights Advisors spent the past three years nearly doubling its assets while using Mariner's back-office services. Now the firm is implementing a succession plan by transitioning ownership by Mariner.