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FUNDRAISING NEWS | October 16, 2024
Tags: RIA, Mergers / Acquisitions
Southern California RIA Beacon Pointe has formally established its Minnesota presence with the acquisition of Lake Elmo, MN-based Landmark Wealth Management Group, the company announced in an October 16 press release.
The Landmark group operates across four offices: Lake Elmo, MN, Farmington, MN, Hudson, WI, and San Jose, CA. Its team of over 30 members, led by its former CFO/COO John Underwood, will integrate into Beacon Pointe’s network of financial professionals in a deal that closed on October 15.
Beacon Pointe said Landmark is its fifth public RIA acquisition of the year, following closely on the combined $600M deal with Bridge Advisory and Charleston Investment Advisors, as reported by Dakota on October 4. Landmark’s addition brings the RIA’s total assets under advisement to approximately $38B.
View the press release here.
Written By: Dakota
October 02, 2024
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