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Cover Image David Selig
David SeligAdvice Dynamics Partners

David Selig

CEO at Advice Dynamics Partners

Financial Advisor

Deal Bio

Total Deals3
Valued Deals0
Total Value-
Avg. Deal Size-

Market Context

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21 Sep 2021|United States|Asset Managers and Custodians
Walnut Creek Wealth Management
Wealth Enhancement Group

Target: WALNUT CREEK WEALTH MANAGEMENT

Bidder: WEALTH ENHANCEMENT GROUP

5 Service Providers

3 Target | 2 Bidder

12 Dealmakers

8 Target | 4 Bidder

n/a

Value

09 Dec 2021|United States|Diversified Financials
Capital Planning Advisors
Kestra Financial

Target: CAPITAL PLANNING ADVISORS

Bidder: KESTRA FINANCIAL

6 Service Providers

2 Target | 4 Bidder

8 Dealmakers

4 Target | 4 Bidder

n/a

Value

15 Sep 2022|United States|Asset Managers and Custodians
Sadoff Investment Management
Wealth Enhancement Group

Target: SADOFF INVESTMENT MANAGEMENT

Bidder: WEALTH ENHANCEMENT GROUP

4 Service Providers

3 Target | 1 Bidder

10 Dealmakers

8 Target | 2 Bidder

n/a

Value

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