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Dakota Wealth AUM nears $4B with acquisition of family-run practice

Published: November 3, 2023

The deal adds two offices to Dakota's footprint.

Source: investmentnews.com

Related Topics:

South CarolinaUnited StatesHilton Head IslandJack GoyetteRaymond JamesJessical ElscheidJeffreym Goyette JrPeter RaimondiJeffreym GoyetteJeff Goyette JrWealth Management GroupGladstone AssociatesDakota Wealth ManagementManagement GroupJeff GoyetteDakota Wealth

Dakota Wealth Management Acquires JMG Wealth Management Group

Published: November 2, 2023

Strategic acquisition adds second office in Pennsylvania and first in South Carolina; AUM nears $4 billion mark

Source: valdostadailytimes.com

Related Topics:

South CarolinaUnited StatesHilton Head IslandDerek BrutonJeffreym Goyette JrJessical ElscheidJeffreym GoyetteJeff Goyette JrJack GoyetteRaymond JamesPeter RaimondiGladstone AssociatesWealth Management Group IncD Akreuter Associates IncWealth Management GroupGladstone Group IncWealth ManagementManagement GroupDakota WealthDakota Wealth ManagementJeff GoyettePalm Beach GardensSenior Managing DirectorGladstone GroupExecutive Search