NorthRock Partners Acquires Minkoff Wealth Partners
March 4, 2024
NorthRock Partners has acquired San Francisco-based Minkoff Wealth Partners and opened its first California office. The deal brings a team of seven advisors and 11 staff and adds more than $700 million in AUM to NorthRock’s roughly $6 billion platform, extending its Personal Office integrated wealth-advice model into the Bay Area.
- Buyers
- NorthRock Partners
- Targets
- Minkoff Wealth Partners
- Industry
- Wealth Management
- Location
- California, United States
- Transaction Type
- Buyout
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