SRG Announces the Sale of Washington-based RIA
PORTLAND, Ore.–(BUSINESS WIRE)–Succession Resource Group (SRG) announced the sale of Washington-based Registered Investment Advisor (RIA), Evergreen Wealth Management Services, Inc. (EWMS) to a larger San Francisco, California RIA with more than $500 million in assets under management (AUM), led by a CFA and CPA. The sale represents more than $60 million in AUM, putting the acquiring firm over $600 million in AUM.