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Announced

Completed

Beacon Pointe completed the acquisition of Wealthstreet Investment.

Synopsis

Beacon Pointe, a multi-billion-dollar registered investment adviser, completed its acquisition of Wealthstreet Investment, a provider of investment advisory services. Financial terms were not disclosed. "The Dallas-Fort Worth Metroplex represents one of the most attractive wealth markets in the country. After establishing a Texas presence in Plano in 2016, we are thrilled to expand our footprint to Dallas proper, The Park Cities and Preston Hollow," Matt Cooper, Beacon Pointe Advisors President.

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