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Merit Financial Advisors expands into Idaho

Summary by Private Banker International
Georgia-based Merit Financial Advisors has purchased Sanctuary Wealth Management and Fiduciary Services (FS). Financial specifics of the deal were not revealed. This acquisition adds $1.6bn in assets to Merit’s books and allows it to expand into Idaho. Sanctuary provides investment advisory and portfolio management services for private clients and offers retirement and investment solutions, such as 401(k) plans, to corporate clients. FS, a subsi…
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Private Banker International broke the news in on Thursday, March 20, 2025.
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