Creative Planning Acquires $755M AUM Ferris Capital
Creative Planning’s latest acquisition brings it to the Boston area, continues firm’s explosive growth
Source: wealthmanagement.com
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Creative Planning Acquires Ferris Capital
/PRNewswire/ -- Ferris Capital, LLC has joined forces with Creative Planning LLC, one of the largest Registered Investment Advisers ("RIA") in the country....
United States Peter Mallouk Dave Ferris Craig Dietel Davidm Ferris Massachusetts Based Wealth Management Firm
Source: prnewswire.com