Summary: Tiedemann Wealth Management is merging with Presidio Capital Advisors, a deal that stands out in the registered investment adviser industry for its large size.
 There's been a spike this year in the number of mergers and acquisitions involving large RIAs with $1 billion to $5 billion in assets. The Presidio deal is the 13th in this range this year, up 50% from the historic average.”David DeVoe, founder, DeVoe and Company
|
Your session has expired!
To continue, please log in again.
Your session is about to expire!
You will be logged off in seconds.
Do you want to continue your session?