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New Wealth Firm Launches In Keystone State

Tom Burroughes

3 March 2021

A new financial advisory firm that oversees a total of $1.25 billion of client money, founded by ex-, the US business. Amplius has chosen Fidelity InstitutionalSM as its custodian.  

“We expect more like-minded teams, who are committed to doing their due diligence, will ultimately determine that the fully independent model is the best path forward for clients and advisors, alike,” John Sullivan, head of network development at Dynasty, said.