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The DI Wire: Wealth Enhancement Group Buys Hybrid with $853 Million in Client Assets
Wealth Enhancement Newsroom · Aug 4, 2021
Wealth Enhancement Group, an independent wealth management firm, has purchased Serafini Financial Group, a Maryland-based hybrid registered investment advisor with 12 total employees, four financial advisors and $853 million in total client assets. Following the acquisition’s closing, Wealth Enhancement Group’s total client assets now exceed $39 billion.
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