United Capital Adds Nearly $760 Mil. With 3 Acquisitions

Newport Beach, Calif.-based United Capital Financial Advisers has announced the acquisition of three wealth advisors with a combined $758 million AUM.

Colorado-based Asset One, LLC brings $403 million in assets to United Capital. CEO Thomas Baumler will stay on as a managing director.

$210 million AUM Compass Wealth Advisors, based in Elkhart, Ind., brings 450 client relationships to United Capital.

from FA News http://www.fa-mag.com/news/united-capital-adds-nearly–760-mil–with-3-acquisitions-33804.html


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