Wealth and Asset Management
Sanctuary Wealth Facilitates Tuck-in of $460 Million Texas Firm Breaking from Merrill Lynch
Sanctuary Wealth has welcomed The Alteri Group, formerly with Merrill Lynch, to its ever-expanding network of independent advisors. Headed by Max Alvis, CIMA®, C(k)P®, CPFA®, and based in Lufkin, Texas, the team, with assets under management of $460 million, will be joining Sanctuary Wealth through partner firm 6 Degrees Wealth,…
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