SageView Advisory Group Acquires Summit Financial Consultants
August 9, 2022
SageView Advisory Group completed the acquisition of Summit Financial Consultants, integrating the Westlake Village, California-based RIA into the SageView platform. The deal expands SageView’s presence in Southern California and adds approximately $321 million in AUM to its retirement and wealth management business.
- Buyers
- SageView Advisory Group
- Targets
- Summit Financial Consultants
- Platforms
- SageView Advisory Group
- Industry
- Financial Services
- Location
- California, United States
- Transaction Type
- Addon
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