Two newly merged Atlanta firms say their deal will let them offer the rich the same services now given only to the extremely wealthy.
Atlanta Capital Group and PFM Capital Holdings are joining to form a new firm with $1 billion in AUM, saying the deal will give them the scale to take clients with less than $20 million in investable assets.
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