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Dakota Wealth Management acquires Lokken Investment Group
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Dakota Wealth Management acquires Lokken Investment Group
Dakota Wealth Management has acquired Lokken Investment Group, a registered investment advisory (RIA) firm based in Lewes, Delaware, US. The transaction will add Lokken’s $455m in managed assets, increasing Dakota’s assets under management to nearly $7.5bn. It allows for Dakota Wealth Management’s foray into the state of Delaware, with Lokken’s Lewes location as its 17th office in the US. The Lokken team, led by Carrie Ruark, will continue to…
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