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CW Advisors: Three RIA Acquisitions Add $1.6 Billion In Assets Under Management And Expand National Footprint

· pulse2.com · popularity 20/100 · 0 similar stories today · Entrepreneurship & Startups (Business & Finance)

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Summary

CW Advisors, a Boston-based registered investment advisory firm and subsidiary of Osaic Holdings, has acquired Yosemite Capital Management, Threadgill Financial, and Peddock Capital Advisors. The three transactions add approximately $1.6 billion in assets under management and expand the firm's national presence to 30 offices overseeing more than $19.7 billion. The post CW Advisors: Three RIA Acquisitions Add $1.6 Billion In Assets Under Management And Expand National Footprint appeared first on Pulse 2.0 .

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