Ivo Mammini

$3B Advisor Firm Mammini Company Shifts to Commonwealth for Next Wave of Growth

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Martedì, Novembre 28, 2023
Banking, Asset Management, Professional Services, Finance, Ivo Mammini, Engineering, Organization, Investment, Shoulder, Heart, Commonwealth Financial Network, Sheet metal, Growth, Securities research, Trade union, Commonwealth, Financial adviser

Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces that Mammini Company, a former Lincoln Investments firm from San Diego, California, has joined its network of affiliated advisors.

Key Points: 
  • Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces that Mammini Company, a former Lincoln Investments firm from San Diego, California, has joined its network of affiliated advisors.
  • With nearly $3 billion in client assets, Mammini is built to last and is poised for its next wave of growth.
  • Owner and president Mike Mammini, CFP®, CIMA®, AIF®, is one of four advisors, including son Mitch Mammini, CFA®, on the staff of eight.
  • Mammini grounds its relationships with clients—especially labor unions and corporate retirement plan sponsors—in the shared value of craftsmanship and integrity.