Thu, 16/06/2016 - 09:44
Dunham & Deitel Wealth Management Group (Dunham & Deitel) has transitioned to Triad Advisors’ broker-dealer and hybrid multi-custodial registered investment advisory (RIA) platform.
Dunham & Deitel brings USD155 million in commission- and fee-based advisory client assets, as of 10 May, 2016. Triad Advisors is an independent broker-dealer supporting independent hybrid financial advisory practices and registered investment advisory (RIA) firms, and is a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS).
Dunham & Deitel will affiliate with Triad through Triad Hybrid Solutions, a specialised RIA entity serving independent financial advisors seeking the flexibility they would enjoy in having their own RIA while taking advantage of the benefits of Triad's extensive compliance and regulatory support, as well as support in areas such as technology, marketing and practice management. In addition, through Triad Hybrid Solutions they receive the benefits of affiliation with Triad's broker-dealer platform.
Based in Johnson City, Tennessee, Dunham & Deitel serves a diverse clientele, ranging from mass-affluent retail investors to high-net-worth families and individuals, primarily in Tennessee's Tri-Cities region of Johnson City, Kingsport and Bristol, as well as nation-wide. The firm has a total of three advisors, including its founders Bill Dunham and Barbara Deitel, along with Matthew Deitel, plus one additional support professional. The firm offers a wide range of wealth management and holistic financial planning services, from goals-based investment strategies to developing retirement plans for its retiree and pre-retiree clients.
Michael C Bryan, CEO of Triad Hybrid Solutions and Senior Vice President, Advisory Services, for Triad Advisors, says: "We are very pleased that Dunham & Deitel has chosen to align with Triad Hybrid Solutions, which we believe is the perfect solution for a broad segment of hybrid fee- and commission-based independent financial advisory firms that want to maintain the advantages that come from having their own RIA yet seek relief from so many of the regulatory and administrative burdens that can accompany it. We look forward to helping them prosper, and to help them serve their clients in meeting their financial goals."
Barbara Deitel, co-founder of Dunham & Deitel, says: "We are excited to join with Triad Advisors and to be associated with Triad Hybrid Solutions. Joining Triad, with its open-architecture flexibility, will give us discretionary authority in managing client accounts, which was a major attraction for us. We are also thrilled to leverage the superior technology offerings available through Triad, in order to provide our clients with best-in-class service. Finally, we are pleased to have a multi-custodial advisory structure that will enable us to provide our clients with a full range of high quality investment choices that are most appropriate for helping them to achieve their financial planning goals."
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