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Revolution Group, LLC

EST. AUM
$241,915,426

CONTACTS
3

CLIENT ACCOUNTS
750

Firm Details

Metro area Omaha
CRD Number 300496
Website revgroupllc.com
Client types

Overview

They are a full-service, custom wealth management firm that identifies all aspects of planning through multiple lenses. Their approach is designed for entrepreneurs, CEO founders, business owners, as well as high-net-worth and multi-generational families. Clients have access to world-class portfolio construction and policy, exclusive private investment opportunities, best-in-class service and needs analysis, detailed and simplified account aggregation, customized financial planning, family office services, and business advisement and transition. Utilizing the best services and platforms in the industry, they have developed an unmatched client experience, including an award-winning client portal and app. As an employee-owned REAL FIDUCIARY™ STANDARD firm, clients come first.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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