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Monday, October 19, 2026The Morning Brief →Sign in
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Jim Atwood

Latigo Peak Partners · Reported Oct 19
In network coverage since October 19, 2026 · 2 stories
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Phil Scott, Jim Atwood launch self-funded RIA with $18.6 billion

The founders own Latigo Peak Partners through ASO Meridian Holdings and will use Schwab and Pershing for custody and lending.
Moves · Oct 19Scott and Atwood leave J.P. Morgan Advisors, where they managed $18.6B, to launch Latigo Peak Partners
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