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Creative Planning Scoops Delaware Firm Managing $535M AUM
The acquisition of Daniels + Tansey adds advisory, investment and tax expertise.
United states
Chris daniels
David devoe
Devon daniels
Ann taylor tansey
Peter mallouk
Devoe company
Goldman sachs advisor services
Financial services
Goldman sachs personal financial management
Creative planning
Wilmington based daniels
Managing director chris
Delaware valley
General atlantic
Telarray advisors
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