The deal is expected to close on March 31, 2025; Founded in 1991, Sequoia Financial had more than $22.6 billion in assets under management as of December 31, 2024; Founded in 1987 ...
Waverly Advisors, LLC (“Waverly”), a federally ... has acquired Planning Capital Management Corp. (“Planning Capital”), an investment advisory firm headquartered in Paoli, Pennsylvania.
US-based registered investment adviser (RIA) Waverly Advisors has expanded its national footprint through the acquisition of investment advisory firm Planning Capital Management. Financial and ...
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