Hanson McClain Advisors Acquires Hugh B. Phillips (HBP) Retirement Group
February 1, 2019
Hanson McClain Advisors has acquired Hugh B. Phillips Retirement Group (HBP), adding approximately $235 million in AUM and expanding Hanson McClain's presence in the San Francisco Bay Area. The deal increases Hanson McClain's total AUM to more than $3.8 billion and is intended to expand its local footprint and service capabilities for Bay Area and Napa Valley clients.
- Buyers
- Hanson McClain Advisors
- Targets
- HBP Retirement Group (Hugh B. Phillips Retirement Group)
- Industry
- Financial Services
- Location
- California, United States
- Transaction Type
- Buyout
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