The top-ranked RIA is adding four offices and dozens of employees with its acquisition of Carlson Capital Management.
Sequoia Financial is acquiring Carlson Capital, adding $3.8B in assets and expanding its national presence with four ...
Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $22.6 billion in assets under management as of Dec. 31, 2024, and Carlson Capital Management, LLC (CCM), a ...
Sequoia Financial Group agreed to acquire Carlson Capital Management in a deal expected to close March 31. Financial terms of ...
Akron-based Sequoia Financial Group said it's rolling up Carlson Capital Management of Northfield, Minnesota, for the serial ...
The acquisition, which represents its largest by number of employees, further enhances the $22.6 billion RIA giant's tax ...
Sequoia Financial Group has agreed to acquire Carlson Capital Management, a Northfield, Minn., investment advisory firm with $3.8 billion in client assets, according to a news release. In a joint ...
The deal is expected to close on March 31, 2025; Founded in 1991, Sequoia Financial had more than $22.6 billion in assets under management as of December 31, 2024; Founded in 1987 ...
The deal with Carlson Capital Management is Sequoia’s largest by number of employees and wealth advisors. It also allows the firm to offer internal tax planning and preparation services.
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Capillary Technologies is set to bring together global leaders to explore the technological transformation of customer loyalty at Captivate 2025, a premier global summit highlighting how digital ...
Leap, an overseas education-focused guidance and financing platform, on Wednesday said it has raised $65 million (about ...