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MAI Capital Management of Cleveland buys Maryland firm - Vimarsana News

MAI Capital Management of Cleveland buys Maryland firm

Published: December 20, 2021

Terms of the acquisition of Investment Planning Associates Inc. of Rockville, Maryland, which closed Friday, Dec. 17, were not disclosed. MAI said the acquisition will increase its assets under management by $235 million.

Source: crainscleveland.com
Related Topics:
United StatesNorth CarolinaJohn HahnJay LevinGalway HoldingsStorey AssociatesInvestment Planning Associates IncInvestment Planning AssociatesAri WienerQueens Oak AdvisorsHochman Cole Investment AdvisorsOwnership AdvisorsBaltimore Based Geier Asset
MAI Capital acquires $235 million RIA - Vimarsana News

MAI Capital acquires $235 million RIA

Published: December 20, 2021

Since September, MAI Capital has been owned by Galway Insurance Holdings, a New York-based financial services distribution company.

Source: investmentnews.com
Related Topics:
United StatesJay LevinGalway Insurance HoldingsInvestment Planning AssociatesAri WienerNew York Based