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Dakota Wealth AUM nears $4B with acquisition of family-run practice

The deal adds two offices to Dakota's footprint.

South carolinaUnited statesHilton head islandJack goyetteRaymond jamesJessical elscheidJeffreym goyette jrPeter raimondiJeffreym goyetteJeff goyette jrWealth management groupGladstone associatesDakota wealth managementManagement groupJeff goyetteDakota wealth

Dakota Wealth Management Acquires JMG Wealth Management Group

Strategic acquisition adds second office in Pennsylvania and first in South Carolina; AUM nears $4 billion mark

South carolinaUnited statesHilton head islandDerek brutonJeffreym goyette jrJessical elscheidJeffreym goyetteJeff goyette jrJack goyetteRaymond jamesPeter raimondiGladstone associatesWealth management group incD akreuter associates incWealth management groupGladstone group inc

Hightower Makes Strategic Investment in Meyer Capital Group

/PRNewswire/ Hightower today announced it has made a strategic investment in Meyer Capital Group, a $1.6 billion firm with offices in Marlton, N.J. and.

United statesDistrict of columbiaTom meyerBob orosThomasc meyerSiobhan nolanPrnewswire hightowerGladstone associatesMeyer capital groupHightower advisorsHightower securitiesHightower national trust companyCommoda tua ante nostraInterest beforeHightower chairmanMeyer capital

Hightower Invests in Meyer Capital Group

Meyer Capital Group is a $1.6 billion firm with offices in Marlton, N.J. and Naples, Fla.

Bob orosThomasc meyerGladstone associatesMeyer capital groupCapital groupMeyer capital

Audax Private Equity Partners with Management to Recapitalize Congress Wealth Management

Audax Private Equity Partners with Management to Recapitalize Congress Wealth Management
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San franciscoUnited statesPaul lonerganArentfox schiffZachary tramonti julie rudnickScott dellorfanoKirkland ellisAdam abramsonBill allenFinancial servicesFamily officeGladstone associatesHarbourfront wealth holdingsCongress wealth managementAudax private equity financial servicesAudax group

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