Announced
Completed
Synopsis
Beacon Pointe, a provider of full service financial planning and objective investment guidance, completed its acquisition of DMJ Wealth Advisors, an investment advisory firm. Financial terms were not disclosed. "As we continue to expand our company at a fast pace, these qualitative factors play an ever more important role to ensure that we maintain our promises to uphold our duties to our clients and to our incredible professional staff serving our clients," Shannon Eusey, Beacon Pointe Advisors CEO.
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