Modera Wealth Management Adds $750 Million In AUM Through RS Crum Transaction
· pulse2.com · popularity 19/100 · 0 similar stories today · Wealth, Power & Society (Society, Rights & Work)
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Summary
Modera Wealth Management, an independent fee-only financial advisory firm overseeing approximately $20 billion in assets under advisement, has completed a transaction with Newport Beach, California-based RS Crum, adding approximately $750 million in assets under management. The partnership establishes Modera's first West Coast office and expands its geographic presence to both coasts of the United States. The post Modera Wealth Management Adds $750 Million In AUM Through RS Crum Transaction appeared first on Pulse 2.0 .
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