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February 14, 2024
Perigon Wealth Acquires $425M RIA
Perigon Wealth Management has acquired Prudeo Partners, a registered investment advisor firm. Prudeo Partners was formerly known as Asset Management & Financial Planning. The firm, based in West...
CAPTRUST Financial Advisors has acquired Portfolio Evaluations Inc., based out of Warren, New Jersey. According to a press release, PEI brings “more than $107 billion in assets and several hundred...
