Oct 9, 2013
United Capital announces an RIA deal with plenty of spin
The Newport Beach roll-up brings on a Fidelity RIA in Arizona with $150 million owned by a married couple that advises together and skates together
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The Newport Beach roll-up brings on a Fidelity RIA in Arizona with $150 million owned by a married couple that advises together and skates together
The Industry Sourcebook for RIAs