PORTLAND, Ore. (Aug. 26, 2021) – Succession Resource Group (SRG) is excited to announce the sale of California-based RIA, Empowering Financial Solutions, Inc. to Pennsylvania-based RIA, Bluesphere Advisors, LLC. This sale represents almost $50 million in assets under management (AUM) and expands Bluesphere’s presence and ability to serve clients coast-to-coast.
2 min read
SRG Announces Sale of California Fee-Only Practice to Bluesphere Advisors, LLC
By David Pan on Aug 27, 2021 11:30:00 AM
Topics: SRG Partner SRG Partners
3 min read
Ameritas Investment Company, LLC and Succession Resource Group Partner to Expand M&A Resources
By David Pan on May 12, 2021 8:13:00 AM
PORTLAND, Ore. (April 12, 2021) – Succession Resource Group, Inc. (SRG), a leading provider of acquisition and succession solutions and consulting for financial professionals, is pleased to announce a new strategic alliance with Ameritas Investment Company, LLC (AIC), a broker-dealer and registered investment advisor based in Lincoln, Nebraska.