Ascentis Holdings Adds Over $1 Billion in Client Assets
2 reports, 1 independent
Updated Oct 8
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What happened
Ascentis Independent Advisors, which is part of Ascentis Holdings, announced the addition of more than $1 billion in client assets. This growth resulted from four advisory practices—Capital Waypoint, Citrus Wealth Management, IMPACT Financial Strategies, and Rooted Wealth Management—joining from Raymond James Financial Services. These practices operate across California and Colorado.
From manilatimes.net
Why it matters
The addition of over $1 billion in client assets expands the planning and investment resources available through Ascentis Independent Advisors. The four joining practices chose Ascentis Independent Advisors to enhance their service offerings while maintaining autonomy.
From manilatimes.net
Who's involved
- MansurCEO of Ascentis Holdings