 George and his group felt that by bringing the Cantor brand...that their clients would enhance their wallet share with them. And they also felt that they can go after much larger mandates, where in the past they didn’t have a shot to go after.”Stan Gregor, co-CEO of Cantor Fitzgerald Wealth Partners. |
Cantor Fitzgerald Acquires $120 Million RIA
Diana Britton | wealthmanagement.com, August 2014
Read the article online >
Summary: New York-based Cantor Fitzgerald Wealth Partners has acquired Capital Planning Advisory Group, a Yardley, Pa.-based RIA and the sixth team to join Cantor’s wealth management business since the launch of that division last September. The team manages about $120 million in assets, according to Meridian-IQ. The acquisition brings Cantor Fitzgerald's wealth management division to just over $3 billion in assets.
Be the first to comment on this Article
