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The broad spectrum friendship of Brian Hamburger and Shirl Penney now includes sharing most of a $5-million bet into proving that SmartRIA lives up to its straight-A name

The principals of MarketCounsel and Dynasty Financial go all-in on software that keeps RIAs all good with the SEC -- without being all-consumed by an unrelenting task.

Author Oisin Breen April 11, 2023 at 1:29 AM
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Brian Hamburger [and Shirl Penney]: Some investors in prior rounds were invited to participate.
Brooke Southall and Keith Girard contributed to the editing of this article.

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Mentioned in this article:

MarketCounsel | HamburgerLaw
Compliance Expert, RIA Set-up Firm, Regulatory Consultant
Top Executive: Brian Hamburger




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