Sequoia Capital is in talks to lead an investment in digital banking startup Mercury Technologies Inc. at a valuation of more ...
AKRON, Ohio and MINNEAPOLIS, Jan. 29, 2025 /PRNewswire/ -- Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $22.6 billion in assets under management as of ...
Akron, Ohio-based Sequoia Financial Group LLC has reached a deal to acquire Carlson Capital Management LLC, a Northfield-based investment advisory firm with $3.8 billion in client assets ...
Sequoia Financial Group has agreed to acquire Carlson Capital Management, a Northfield, Minn., investment advisory firm with $3.8 billion in client assets, according to a news release. In a joint ...
Allworth Financial LP lowered its position in Ares Capital Co. (NASDAQ:ARCC – Free Report) by 17.7% in the fourth quarter, ...
Among the six financial advisers that left Sequoia Financial Group, four have combined to launch a new AFSL, according to ...
Sequoia Financial Group has declined by five financial advisers in the past week, with four of whom opening up a new AFSL, according to Wealth Data. In the week ending 20 February, the Australian ...
Sequoia Financial Group has entered a deal to acquire Carlson Capital Management (CCM), a Minnesota-based wealth manager, for an undisclosed sum. The acquisition, expected to complete on 31 March ...
Strategic Financial Concepts LLC acquired a new stake in shares of Global X Uranium ETF (NYSEARCA:URA – Free Report) in the ...
Akron-based Sequoia Financial Group said it's rolling up Carlson Capital Management of Northfield, Minnesota, for the serial acquirer’s first transaction of 2025. Financial terms of the deal, which is ...
Founded in 1987, CCM provides integrated wealth management services including investment, retirement, tax, estate, risk management, and philanthropic planning to approximately 1,300 clients ...