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Creative Planning acquires $114m wealth firm in Georgia

Creative Planning, a US-based RIA, has acquired $114m Georgia-based wealth management firm Rosen Capital Management. ....

United States , Emery Howard , Peter Mallouk , Glenn Rosen , Creative Planning , Rosen Capital , Rosen Capital Management , Capital Management , Heritage Way Advisors , San Francisco Bay Area Based , Paradigm Financial Advisors ,

InCap Group Congratulates Rosen Capital Management on its acquisition by Creative Planning

Baltimore, Maryland (PRWEB) June 10, 2022 InCap Group Inc., a premier boutique investment banking firm focused exclusively on the financial services ....

New York , United States , Peter Mallouk , Glenn Rosen , Sincap Group , Incap Group Inc , Cap Group Inc , Rosen Capital Management , Rosen Capital , Creative Planning , Press Release ,