US EditionWealth Firm Makes Buy - Inside The Valley
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Wealth Firm Makes Buy - Inside The Valley
Modern Wealth Management, a registered investment advisory firm, has added a Calabasas-based wealth management company to its growing list of acquisitions. As Modern Wealth’s 15th add-on, Planned Asset Management, an independent advisory firm focused on financial planning and investment management, brings with it more than $350 million in assets under management. This, along with a 16th purchase last week, carries the firm’s total to more than $…
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