Sequoia Financial Group Acquires Houston-based AltruVista, Expanding Wealth Management Services for Entrepreneurs
Sequoia Financial Group has announced it has acquired AltruVista, LLC, an SEC-registered investment advisor that provides independent and holistic financial planning and asset management services to high-net-worth clients. The transaction closed March 31. Financial terms were not disclosed. Founded in 1991, Akron, Ohio-based Sequoia provides asset management and wealth planning…
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