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Clearstead Advisors Acquires Santa Fe-Based Avalon Trust

/PRNewswire/ Clearstead Advisors ("Clearstead"), a high-net-worth focused independent financial advisory firm serving private and institutional clients, has.

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Clearstead supports its growth strategy with Avalon Trust acquisition

The private equity-backed firm adds about $2 billion in client assets under management and offices in New Mexico, New Jersey and Oregon with the deal.

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Clearstead Advisors Bolsters Trust Capabilities with Avalon Trust

Ohio-based Clearstead Advisors, with $28 billion in AUM, has purchased a second trust business, Avalon Trust.

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Two up for seats on Santa Fe salary commision donated to mayor's campaign

Two up for seats on Santa Fe salary commision donated to mayor's campaign
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