Sequoia Financial Group to expand with acquisition of Cleveland wealth manager
Sequoia Financial is buying Cirrus Wealth Management, which has $387 million in assets and a team of 12 led by a 30-year industry vet.
Source: investmentnews.com
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Sequoia Financial Group to Acquire Cleveland-based Cirrus Wealth Management
/PRNewswire/ -- Sequoia Financial Group, LLC (Sequoia), a leading SEC-registered wealth manager with nearly $16 billion in assets under management, today...
Source: prnewswire.com
Sequoia Financial Group acquires Cirrus Wealth Management | Crain's Cleveland Business
The deal mark's Akron-based Sequoia's second since selling a minority stake in the company to San Francisco private equity firm Valeas Capital Partners last fall.
Source: crainscleveland.com