Announced
Completed
Financials
Sources
Tags
United States
portfolio management
Investment Banking
Acquisition
Domestic
Private
Majority
Completed
Friendly
Single Bidder
Synopsis
Cerity Partners, an investment advisor that offers financial planning to individuals, families, businesses, and nonprofit organizations, completed the acquisition of Gamble Jones Investment Counsel, a provider of portfolio management and financial planning services. Financial terms were not disclosed.
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