Cantor Fitzgerald Wealth Purchases Capital Planning Advisory Group

August 25, 2014

On July 29, 2014, Cantor Fitzgerald Wealth Partners announced that it had agreed to acquire the business of Pennsylvania-based registered investment advisor Capital Planning Advisory Group.


On July 29, 2014, Cantor Fitzgerald Wealth Partners, LLC announced that it had agreed to acquire the business of Capital Planning Advisory Group, a registered investment advisor based in Yardley, Pennsylvania.  This transaction marks Cantor’s third recent acquisition in the Pennsylvania market.  Cantor Fitzgerald Wealth Partners, an affiliate of the investment bank Cantor Fitzgerald & Co., provides a range of private wealth management services.  Financial terms of the transaction were not disclosed.

To read the press release, please click here.


Categories

Investment Manager M&A, Transactions