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Est. 2026Moves · Money · ManagementNew York

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Moves

RIA moves: Savant enters Thousand Oaks as Procyon lands in New Jersey

InvestmentNews ·

Image: InvestmentNews

Procyon adds $415 million in assets under management in New Jersey while Savant picks up a $213 million Southern California planning firm

Summary as published by InvestmentNews
Financial ADVSRRead our full story: Savant expands to Southern California; Procyon gains New Jersey foothold →
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