Company Profile

Money Matters with Ken Moraif

Oversees $4 billion in client assets under management (AUM) and serves over 7,800 household clients throughout its 14 office locations around the country. Helps pre-retirees and retired clients preserve their assets during volatile market environments.

Company Information
Industry
Financial Services
Location
Plano, Texas
Leadership
Kenneth Moraif
Year Founded
2011
Company Size
51-200 employees
Data as of Publication on
Inc. Honors
Inc. 5000
No. 3818 (2018)