On May 5, 2022, Cerity Partners acquired Jurika, Mills & Keifer.
Under the terms of the transaction, Cerity Partners LLC (“Cerity”) acquired Jurika, Mills, & Keifer (“JMK”). JMK’s four-person investment team will join the Cerity team. The financial terms of the transaction were not disclosed.
Cerity, based in New York, is a registered investment advisor that offers financial planning to individuals, families, businesses, and nonprofit organizations. Cerity manages $66 billion in client assets.
JMK, based in San Francisco, is a registered investment advisor with full-scale wealth management offerings for high-net-worth individuals, families, and business owners. KMK manages over $300 million in client assets. DeVoe & Company served as a consultant to JMK throughout the transaction.
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