Oct 3, 2011
How Rob Francais combined two giant RIAs and then added the assets of Deloitte Investment Advisors
Kochis Fitz, Quintile Wealth Management and Deloitte are now $7.2 billion Aspiriant and there are more plans to grow -- carefully
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Kochis Fitz, Quintile Wealth Management and Deloitte are now $7.2 billion Aspiriant and there are more plans to grow -- carefully
The Industry Sourcebook for RIAs