Denver wealth management firm files for $25 million IPO

The deal is intended to expand Hamilton Lane's capabilities in private wealth management......»»

Frontier Wealth Management LLC acquired a firm in Omaha that will add $200 million in assets under management. Karstens Investment Counsel, which also has $500 million in assets under administration, represents Frontier’s first location in Omah.....»»

Creative Planning Inc. acquired Hogan Financial Management LLC in Glendale, adding $300 million in assets under management. This marks the company's fourth acquisition this year — and the fourth during its entire 36-year history. Peter Mallouk, pre.....»»

Five more deals are in the works......»»

Overland Park-based Creative Planning acquired OptiFour Integrated Wealth Management, a registered investment advisory firm in McLean, Va., adding $400 million in assets under management. Mark Cohen founded OptiFour in 1997, it's led by CEO Wes Bu.....»»

A Reston wealth management firm is raising up to $75 million in venture capital, according to a Securities and Exchange Commission filing. The fund, dubbed “GovCon Fund” and run by Preston Wealth Advisors, appears to be directed toward the governm.....»»

Mega-bank Goldman Sachs has agreed to purchase financial advisory and wealth management firm United Capital for $750 million......»»

Goldman Sachs Group Inc is nearing a deal to buy boutique wealth management firm United Capital Financial Partners Inc for several hundred million dollars, a source told Reuters......»»

First Western Financial .....»»

The company also aims to add 50 employees by the end of the year......»»

BOK Financial recently finalized its acquisition of Denver-based CoBiz Financial......»»

The firm now has 350 employees in 35 offices throughout the country......»»

IAA A Florida wealth-management firm that oversees $500 million hires brokers who've had run-ins with the law or regulators. Some of the brokers reported minor infractions, such as shoplifting as a teenager, while others faced enforc.....»»

Committed to being a multigenerational firm, Tara Elliott is focused on doing her part to sustain Gerber Taylor’s efforts......»»

Morgan Stanley Wealth Management has big growth plans for Houston following its lease in a prominent downtown tower last fall, which the firm expects to move into this summer......»»

The hotel management and development company initially owned the Voorhees property when it opened 10 years ago......»»

The hotel management and development company initially owned the Voorhees property when it opened 10 years ago......»»

The move follows the firm's acquisitions of major assets from PNC and Citigroup in recent years......»»

Penny Pennington, the managing partner of Edward Jones, is focused on growing the firm’s market presence in the Valley as part of the wealth management firm's nationwide expansion......»»

Penny Pennington, the managing partner of Edward Jones, is focused on growing the firm’s market presence in Phoenix as part of the wealth management firm's nationwide expansion......»»