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Atria Wealth Solutions (Atria) is a modern wealth management solutions holding company founded in 2017 by three seasoned wealth management executives, Doug Ketterer, Eugene Elias and Kevin Beard, backed by Lee Equity Partners (LEP), and designed specifically for today’s financial advisors and their clients. The company’s core mission is to help its subsidiaries empower their financial advisors with a next generation set of tools, services and capabilities that support their growth and enable them to prosper in a digitally connected and constantly evolving financial environment. At the same time, Atria believes it is critical to help its subsidiaries meet the ongoing needs of their financial advisors’ end clients by providing them with choice, access and transparency. Atria’s subsidiaries will combine these capabilities and features into a holistic integrated solution for both financial advisors and their end clients. In order to compete and succeed in today’s environment, financial advisors must have access to and be supported by the highest quality resources, innovative solutions, and a firm that listens and responds to their and their clients’ needs first. Atria is not a registered investment advisor or a broker dealer and do not provide investment advice. Investment advice is only provided by our subsidiaries that are registered investment advisers or broker dealers. Every investor is advised to conduct his or her own research, due diligence, and consult with a financial advisor before making an investment decision.
ICON Advisers Inc is one of the leading providers in Financial Services. It is based in Smithfield, RI. To find more information about ICON Advisers Inc, please visit www.iconadvisers.com
Haylor, Freyer, and Coon Inc is one of the leading companies in Financial Services industry. Haylor, Freyer, and Coon Inc is based in Syracuse, NY. You can find more information on Haylor, Freyer, and Coon Inc at www.haylor.com
Union Home Mortgage Corp. (UHM) is a high-growth, full-service retail, wholesale and consumer direct independent mortgage banking company with over 150 branches across the U.S. For 7 consecutive years, UHM has been awarded a Top Workplace. With a world-class culture that stands out in the mortgage industry, UHM Partners (employees) are guided by a Code of Conduct that emphasizes respect, open communication and accountability. UHM is an approved direct lender of Fannie Mae, Freddie Mac, FHA, VA, USDA and other conforming and non-QM loan products, with over $13 billion in responsible lending per year.
REMI Corporation is a San Clemente, CA-based company in the Financial Services sector.