 Any good acquisition is about looking for opportunities to address the gaps in your offerings."Derek Bruton, Lucia Capital Group. |
Bruton's Lucia Capital Seals First Deal, Adds $170M in Assets
Janet Levaux | Think Advisor, September 2014
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Summary: Lucia Capital Group, led by former LPL Financial (LPLA) executive Derek Bruton, says it has inked its first acquisition.On Wednesday, the San Diego-based wealth management firm said it had signed a deal to buy the managed equity and fixed income accounts of West Coast Asset Management, an independent RIA in Santa Barbara, Calif., with some $170 million in client assets that uses Charles Schwab (SCHW) as its custodian
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