Captrust to Open First Office in Pacific Northwest With $1.1 Billion Acquisition

[ad_1]

Captrust has made another large acquisition as it plants a flag in the affluent Seattle area.

The Raleigh, N.C.-based firm has purchased Trutina Financial, a registered investment advisor based in Bellevue, Wash., with $1.1 billion in client assets.

The deal, which closed mid-November, marks Captrust’s first office in the region, which the…

[ad_2]

Source link

Previous Article

A financial planner explains exactly how much you need to save every year to be comfortable - MSN

Next Article

2023 Stock Market Year In Review – Forbes Advisor