Browsing Tag
Peter Mallouk
2 posts
Creative Planning acquires RIA advisory firm TrueWealth
Creative Planning, a US-based registered investment adviser (RIA), has acquired Atlanta-based TrueWealth for an undisclosed price. TrueWealth is…
Cincinnati-based RIA Lenox Wealth Management acquired by Creative Planning
Creative Planning, a US registered investment adviser (RIA), has acquired Lenox Wealth Management, an RIA firm in Cincinnati,…