Modera Wealth Management Acquires Parsec Financial
Modera Wealth Management, LLC has acquired Parsec Financial in a transaction that creates one of the largest independent wealth management firms on the East Coast.
Source: thepilot.com
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Modera acquires $3.75B RIA Parsec Financial | Financial Planning
One of the largest fee-only advisory firms in the country picked up a team that has grown by a factor of 9 over the past three decades.
Source: financial-planning.com
RIA Roundup: Jurika, Mills & Keifer Joins Cerity Partners
More than $6.6B in assets was transacted this week, two new firms were launched, an investment bank opened, and firms filled key positions.
Source: wealthmanagement.com
With New Acquisition, Modera Pole Vaults Above $10 Billion in AUM
Modera Wealth Management is buying Parsec Financial in a deal that will enlarge the firm’s footprint on the East Coast and boost its assets under management…
Source: biztoc.com
Modera Wealth Buys Parsec, Jumps Above $10 Billion in AUM
The RIA is buying Parsec Financial, giving it a bigger footprint on the East Coast.
Source: barrons.com