United Capital Acquires Vantage Point Advisors

March 28, 2011

On March 24, 2011, Investment News reported that United Capital Financial Advisers had acquired the $170 million financial planning firm Vantage Point Advisors.


On March 24, 2011, Investment News reported that financial advisory firm United Capital Financial Advisers had acquired Vantage Point Advisors.  United Capital has approximately $13 billion in assets under management.  Vantage Point, a financial planning firm with approximately $170 million in assets, will now operate under the name United Capital Private Wealth Counseling.  Financial terms of the transaction were not disclosed.

To read the press release, please click here.


Categories

Investment Manager M&A, Transactions