Deal snapshot: Mercer Advisors Acquires Berkson Asset Management to Expand in California.
MANews-(C)2009-2022
Denver, US-based Registered Investment Adviser (RIA) Mercer Global Advisors, Inc. has acquired California-based wealth management firm Berkson Asset Management, Inc., and Steven M. Berkson, CPA, A Professional Corp. (collectively Berkson) to expand Mercer's California footprint, the company said.
Terms of the transaction were not disclosed. Berkson operates a tax and accounting...
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