An RIA with $1.45 billion in assets under management has acquired a Chattanooga, Tenn.-based wealth management firm to expand in the region.
Keel Point, a Vienna, Va.-based firm, has offices in Chattanooga, Tenn., Huntsville, Ala., Kansas City, Mo. and Washington D.C., the firm says. Following the acquisition of the Chattanooga, Tenn.-based DeMoss Capital, the firm says it will now manage $150 million in total client assets in the region.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access