Announced
Completed
Financials
Tags
Domestic
Single Bidder
Acquisition
Completed
Friendly
Private
investment advisory
United States
Asset Managers and Custodians
Majority
Synopsis
Prime Capital, a financial planning provider, completed the acquisition of Cornerstone Comprehensive Wealth Management, an investment advisory firm. Financial terms were not disclosed. “Cornerstone is a family-owned and -operated firm that provides comprehensive fiduciary-minded support and services that align well with our core values. Rather than measuring its success against other firms, Cornerstone does so based on the goals of its clients. We believe this is critical to providing top-tier client services and will, in turn, generate organic growth. I’m excited to expand into Nevada and welcome the team at Cornerstone to the PCIA family," Glenn Spencer, Prime Capital Investment Advisors CEO.
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