Ameriprise (Siena Wealth) Acquires Signalert Asset Management from Dr. Marvin Appel
April 28, 2022
Ameriprise Financial, through its Siena Wealth Advisory Group Long Island division, acquired Signalert Asset Management, LLC — the RIA led by Dr. Marvin Appel that manages $265 million in client assets. Appel will join the Siena Wealth team for one year to facilitate a smooth client transition as part of his planned retirement.
- Buyers
- Ameriprise Financial, Inc., Siena Wealth Advisory Group (Ameriprise)
- Targets
- Signalert Asset Management, LLC
- Sellers
- Dr. Marvin Appel, Signalert Asset Management, LLC
- Industry
- Wealth Management
- Location
- New York, United States
- Transaction Type
- Buyout
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