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Beacon Pointe Adds Three Teams with $1.2B in Assets
The acquisitions push the firm's assets under advisement to roughly $70 billion, following deals with WorthPointe, Silver Lake Capital Partners and R Meier Wealth Management.
Summary as published by WealthManagement.com
More on Beacon Pointe
Beacon Pointe hub →Wealth Solutions Report · Oct 21, 9:06 AM ET
Beacon Pointe Acquires Three RIAs Managing $1.35 BillionAdvisorHub · Oct 21, 3:06 AM ET
Beacon Pointe Buys Billion-Dollar Planning Firm in San DiegoInvestmentNews · Oct 20, 11:40 AM ET
RIA moves: Beacon Pointe makes deal hat trick, adding $1.35 billionCitywire RIA · Oct 20, 8:21 AM ET
Beacon Pointe adds $1.35bn through triple deal
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