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Mercer Advisors Acquires $465M Colorado Firm
Transitions Wealth Management serves about 400 clients and is based out of Denver, Colo.
United states
Bruce bendell
David barton
Micheller sandt wade
Gary saltzman
Michael simmons
Mercer advisors
Transitions wealth management
Advisor growth strategies
Vice chairman david barton
New york based atlas partners
Genstar capital
Oak hill partners
San diego based private asset management
Steward wealth management
Fort worth
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