Workflow
allWEALTH
icon
搜索文档
Beacon Pointe Adds Three Teams, Over $1B in Assets
Yahoo Finance· 2025-09-09 23:39
You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletter. Beacon Pointe Advisors, a serial registered investment advisor acquirer in Newport Beach, Calif., recently added three firms overseeing $1.1 billion in client assets across three states. The acquisitions include Alderfer Bergen & Co. in Warsaw, Ind.; Moser Wealth Advisors in Bellevue, Wash.; and Amore Ambro in Jericho, N.Y. With their additions, the KKR-backed Beacon Poin ...