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NEW YORK and FRESNO, Calif., April 8, 2021 /PRNewswire/ Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, announced today it has successfully closed the acquisition of SCF Securities, Inc. (SCF), an independent wealth management firm based in Fresno, CA. With this closing, Atria acquires 100% of SCF Securities, Inc., SCF Investment Advisors, Inc., and SCF Marketing, Inc. and now serves over 2,500 financial professionals with nearly $95 billion in assets under administration. We are thrilled to welcome SCF into the Atria family. We share a collective vision for offering the best experience and exceptional service to financial professionals, making the combination a great fit for both firms, said Doug Ketterer, CEO and founding partner of Atria. Both companies believe in the criticality of the advisor-client relationship and making it easier for financial professionals to create deeper and more meaningful interactions ....
CUSO Financial and Florida Credit Union Announce Multi-Year Relationship prnewswire.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from prnewswire.com Daily Mail and Mail on Sunday newspapers.
(PRNewsfoto/Atria Wealth Solutions, Inc.) NEW YORK and FRESNO, Calif., Jan. 27, 2021 /PRNewswire/ Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, today announced that it entered into a definitive agreement to acquire SCF Securities, Inc. (SCF), an independent wealth management firm based in Fresno, CA. SCF was founded in 1992 and serves approximately 150 independent financial professionals. Upon closing, Atria s subsidiaries in total will represent over 2,500 financial professionals with nearly $95 billion in assets under administration. Collectively, Atria s subsidiaries are the fastest-growing U.S. broker-dealers in year-over-year growth by number of financial professionals and second fastest in asset growth according to Cerulli Associates recently released ....