Tag: trust services
Creative Planning Buys $1.6 Billion Atlanta-Based RIA in Largest Deal Yet
Creative Planning Inc., one of the nation's largest registered investment advisers, has purchased TrueWealth, an Atlanta-based RIA with approximately $1.6 billion in assets under...
Creative Planning Buys $600 Million RIA Focused on Oversees Clients
Creative Planning Inc., a registered investment adviser that manages approximately $49 billion in client assets, has purchased Thun Financial Advisors, a registered investment advisory...
