Creative Planning Acquires Hatton Consulting
April 6, 2022
Creative Planning LLC has acquired Phoenix-based Hatton Consulting, a wealth management firm managing $440 million in AUM. The deal brings Hatton's team into Creative Planning's platform, expanding the firm's advisory footprint and client service capabilities within its broader $225 billion+ AUM business.
- Buyers
- Creative Planning LLC
- Targets
- Hatton Consulting
- Industry
- Wealth Management
- Location
- Arizona, United States
- Transaction Type
- Buyout
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