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Kovitz Adds $3.5B in AUM, Creative Planning Picks Up $1.8B Firm
Focus "hub” firm Kovitz is buying a Focus affiliate in Chicago, while Creative Planning scooped up a Texas team. ....
Round Rock
,
United States
,
Parter Stuartv Smith
,
Peter Mallouk
,
Michael Nathanson
,
Goldman Sachs
,
Strategic Wealth Partners Group
,
Kovitz Investment Group Partners
,
Strategic Wealth Partners
,
Join Kovitz Investment Group
,
Investment Group Partners
,
Focus Financial
,
Neal Prince
,
Focus President Michael
,
Wealth Partners
,
Planning Buys
,
Central Texas
,
Firm Managing
,
Kansas City
,
Wealth Management
,
Creative Planning
,
Lead Parter Stuart
,
United Capital
,