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Key Relationships (7)
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Target: CHAPEL & COLLINS
Bidder: MERCER ADVISORS
2 Service Providers
5 Dealmakers
n/a
Value
Target: SUMMIT WEALTH SYSTEMS
Bidder: ORION ADVISOR SOLUTIONS LLC
4 Service Providers
9 Dealmakers
Target: FINANCIAL PARTNERS GROUP
5 Service Providers
11 Dealmakers
Target: VISHRIA BIRD FINANCIAL GROUP
6 Dealmakers
Target: D. SCOTT NEAL INC
Target: LEWIS WEALTH MANAGEMENT
3 Service Providers
Target: TUFTON CAPITAL MANAGEMENT
7 Dealmakers
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