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Creative Planning Acquires $755M AUM Ferris Capital

Published: June 3, 2022

Creative Planning’s latest acquisition brings it to the Boston area, continues firm’s explosive growth

Source: wealthmanagement.com

Related Topics:

United StatesPeter MalloukDavidm FerrisLockton Retirement ServicesFerris CapitalOverland ParkCreative Planning

Creative Planning Acquires Ferris Capital

Published: June 1, 2022

/PRNewswire/ -- Ferris Capital, LLC has joined forces with Creative Planning LLC, one of the largest Registered Investment Advisers ("RIA") in the country....

Source: prnewswire.com

Related Topics:

United StatesPeter MalloukDave FerrisCraig DietelDavidm FerrisMassachusetts Based Wealth Management FirmPrnewswire Ferris CapitalCreative PlanningRegistered Investment AdvisersFerris CapitalBanking Amp Financial ServicesErgers And Takeovers