Wealth and Asset Management
Raimondi's Dakota Wealth Management makes Montana RIA buy
Peter Raimondi's third RIA enterprise is heading west. Venerable RIA builder Peter Raimondi is looking west to find his latest deal target. Raimondi’s $2.3bn RIA, Dakota Wealth Management, firm has acquired Loveless Wealth Management, a four-employee RIA managing $230m which is based in Billings, Mont. The transaction marks the first…
Continue Reading
Subscribe to unlock the full article and access premium financial content.
Click here to read the full story: Citywire