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Allworth Pens First Two Deals of 2024, Adding $621M
Allworth has acquired Tridea Advisors, a local RIA, and Capital Point Financial Group, a Glenview, Ill.- and Sarasota, Fla.-based firm. ....
United States
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Scott Hanson
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Steve Eklund
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John Bunch
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Pat Mcclain
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Johnm Selzer Jr
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Allison Scoggin
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Wesley Scoggin
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Capital Point Financial Group
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Allworth Financial
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Tridea Advisors
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Bay Area
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Northern California
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Founder John
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Edelman Financial Engines
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