MAI Capital acquires $578 million RIA - InvestmentNews
MAI Capital Management, an RIA managing$12.2 billion, has acquired Queens Oak Advisors, a North Carolina-based RIA managing $578 million.
Source: investmentnews.com
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MAI Capital expands to Charlotte with Queens Oak Advisors acquisition
MAI's roll-up of the boutique wealth manager adds six employees, about $558 million in assets under management and a new presence in North Carolina to the firm.
Source: crainscleveland.com