Deal snapshot: Coldstream Wealth Management Merges with Seidman Capital and Hersman Serles Almond to Expand in Pacific Northwest.
MANews-(C)2009-2023
US-based wealth management firm Coldstream Wealth Management has merged with two Washington-based Seidman Capital Group, a wealth management firm and Hersman Serles Almond, LLC (HSA), an accounting and consulting services firm, to expand in the Pacific Northwest, the company said.
Terms of the transactions were not disclosed. The addition of...
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