BIP Wealth, a financial services firm that has offices in Georgia and Nashville, Tenn., has acquired Prehmus Financial, boosting the firm’s assets under management to more than $5 billion, the two ...
EP Wealth has acquired CornerCap Investment Counsel, an Atlanta-based firm with $1.1 billion in managed assets. It’s EP Wealth’s fourth deal this year and the second totaling more than $1 billion in ...
NewEdge Wealth has added a new office in Atlanta, Georgia, with the hire of a team formerly with J.P. Morgan Wealth Management. Leading the office is Roland Pritchett as managing director, who is ...
What should I know about this firm? Signature Wealth Management Group LLC is a national financial advisory firm headquartered in Atlanta, GA. The firm has $354.2 million under management and employs 4 ...
LPL Financial (LPLA) announced that financial advisors Justin Flowers and Wally Bradley have joined LPL’s employee advisor channel, Linsco by LPL ...
The addition of two advisors to Stamford, Conn.-based NewEdge Wealth has enabled the firm to expand its presence in Atlanta, NewEdge announced today. Paul Izlar and Brendan Keelan have joined NewEdge ...
Industry Leader Brings Decades of Experience Across Wealth Management to the Firm's Growing Atlanta Team "I am excited and honored to join Fiduciary Trust International’s Atlanta team," said Mr.
The deal brings BIP Wealth's assets under management to more than $5 billion.
TORRANCE, Calif.--(BUSINESS WIRE)--EP Wealth Advisors (“EP Wealth”), a leading fee-only registered investment adviser (“RIA”) with an expanding national footprint and client base, has announced the ...
To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min The move expands the national ...