Orion concludes acquisition of Summit Wealth Systems
Wealthtech solutions provider Orion has acquired advisor technology provider Summit Wealth Systems, a move that bolsters its ...
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Orion Completes Acquisition of Summit Wealth Systems, Welcomes Reed Colley as President of Orion Advisor Technology
we welcome Reed Colley and Summit team members to Orion and start bringing Orion and Summit Wealth Systems together to benefit advisors by streamlining their workflows and helping them build ...
Wealth Enhancement Advisory Services LLC Boosts Stake in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)
Wealth Enhancement Advisory Services LLC boosted its holdings in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – ...
Summit Wealth Partners LLC Has $4.67 Million Stock Position in Apple Inc. (NASDAQ:AAPL)
Summit Wealth Partners LLC raised its holdings in Apple Inc. (NASDAQ:AAPL – Free Report) by 0.7% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm ...