Deal snapshot: SageView Advisory to Acquire USD 321m Wealth Manager Summit Financial Consultants.

MANews-(C)2009-2022

California-based RIA firm SageView Advisory Group is acquiring California-based wealth management firm Summit Financial Consultants of Westlake Village, the firm said.

Summit Financial Consultants, which has USD 321m in assets under management, offers retirement planning and comprehensive financial planning to its clients. The agreement with...

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