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FUNDRAISING NEWS | October 29, 2024
Tags: RIA, Mergers / Acquisitions
Hightower Advisors announced it has made a strategic investment in a De Pere, WI-based RIA managing over $1.1B in client assets.
In an October 29 press release, the Chicago-based firm said the 16-person RIA, Financial Planning and Information Services (FPIS), will retain its brand and continue servicing clients in the Green Bay, WI, area. FPIS associate advisors Brock Becker and Carl Ekstrom have also been elevated to partner. The Wisconsin RIA represents Hightower’s fifth strategic investment of the year, with Advisor Growth Strategies serving as financial advisor to FPIS.
As of June 30, Hightower said it houses 140 advisory teams across 35 states, with approximately $156B in assets under management.
View the press release here.
Written By: Dakota
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