Warren, Averett, Kimbrough & Marino Wealth Management, an affiliate of CPA and business advisory firm Warren, Averett, Kimbrough & Marino, said it has surpassed the $500 million mark in assets under management.
Founded in 1999, the unit offers fee-based asset management services, retirement plan investment and recordkeeping services, collaborative tax, estate and business advisory services.
“Assets under management is a tangible measure of success in a crowded marketplace," said Jim Warren, president of WAWM. "More importantly, this milestone represents the trust our clients have placed in us to help them achieve some of their most important life goals.”
Register or login for access to this item and much more
All Accounting Today content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access