Clients
CRM
Every relationship in one place — accounts, owners, AUM and the next move.
Total clients
10
Showing
10
Open relationships
9
AUM (filtered)
$70.7M
EH
Eleanor Hartley
$12.4M
Hartley Family Trust
2h ago
NegotiationSend revised IPS
DM
Denis Marlow
$8.8M
Marlow Holdings LLC
Today
ProposalSchedule rebalance call
SB
Sarah Beaumont
$5.2M
Beaumont Capital
Yesterday
QualifiedKYC follow-up
RC
Raphael Castellanos
$7.9M
Castellanos Ventures
3d ago
ProposalReview allocation memo
AW
Aurelia Whitfield
$3.1M
Whitfield Estate
5d ago
LeadSend discovery deck
MC
Marcus Caldwell
$4.7M
Caldwell Estate
1w ago
ClosedAnnual review prep
PI
Priya Iyer
$9.3M
Sterling Holdings
4h ago
NegotiationLock advisory terms
TB
Theodore Beck
$1.8M
Beck & Sons
2w ago
LeadRe-engage via email
IR
Isabelle Renault
$6.4M
Renault Trust
Today
QualifiedSend proposal draft
OF
Owen Fitzgerald
$11.2M
Fitzgerald Capital
1h ago
ProposalApprove IPS revisions
| Client | Stage | AUM | Owner | Last contact | Next action | Actions |
|---|---|---|---|---|---|---|
EH Eleanor Hartley Hartley Family Trust | Negotiation | $12.4M | JH John Harwick | 2h ago | Send revised IPS | |
DM Denis Marlow Marlow Holdings LLC | Proposal | $8.8M | OP Olivia Park | Today | Schedule rebalance call | |
SB Sarah Beaumont Beaumont Capital | Qualified | $5.2M | ML Marcus Lee | Yesterday | KYC follow-up | |
RC Raphael Castellanos Castellanos Ventures | Proposal | $7.9M | JH John Harwick | 3d ago | Review allocation memo | |
AW Aurelia Whitfield Whitfield Estate | Lead | $3.1M | RC Rina Cho | 5d ago | Send discovery deck | |
MC Marcus Caldwell Caldwell Estate | Closed | $4.7M | OP Olivia Park | 1w ago | Annual review prep | |
PI Priya Iyer Sterling Holdings | Negotiation | $9.3M | DM David Mensah | 4h ago | Lock advisory terms | |
TB Theodore Beck Beck & Sons | Lead | $1.8M | ML Marcus Lee | 2w ago | Re-engage via email | |
IR Isabelle Renault Renault Trust | Qualified | $6.4M | RC Rina Cho | Today | Send proposal draft | |
OF Owen Fitzgerald Fitzgerald Capital | Proposal | $11.2M | JH John Harwick | 1h ago | Approve IPS revisions |