Dunham & Deitel Wealth Management Group, a financial advisory firm with $155 million in assets under management based in Johnson City, Tenn., has joined the Triad Advisory LLC platform, Triad announced Wednesday.
Triad has a broker-dealer and hybrid multicustodial registered investment advisory platform supporting independent hybrid financial advisory practices and registered investment advisors.
Dunham & Deitel will affiliate with Triad through Triad Hybrid Solutions, a specialized RIA entity serving independent financial advisors. Dunham & Deitel serves clients from mass affluent retail investors to high-net-worth families and individuals. The firm has three advisors, including its founders Bill Dunham and Barbara Deitel.