This marks MAI’s 28th acquisition, even more strengthening its nationwide enlargement CLEVELAND, April 24, 2023–(Company WIRE)–MAI Capital Management, LLC (“MAI”), a registered expense adviser specializing in targets-dependent, individualized investment and financial arranging for large-internet-worth small business homeowners, entrepreneurs, people, entertainers, and athletes, has obtained Wiener Financial Administration (“WFM”). Founded in […]

Increasing Mercer Advisors’ Northeast Presence DENVER, April 4, 2023 /PRNewswire/ — Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Expenditure Adviser (RIA), today announced the acquisition of Andesa Fiscal Management, Inc. (hereinafter “Andesa”). Andesa is a thorough wealth administration company found in Allentown, Pennsylvania focusing on serving the fiscal […]

Clear Creek Financial Management LLC raised its holdings in shares of Cassava Sciences, Inc. (NASDAQ:SAVA – Get Rating) by 323.6{21df340e03e388cc75c411746d1a214f72c176b221768b7ada42b4d751988996} in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 67,270 shares of the company’s stock after purchasing an […]

West Financial Advisors LLC boosted its stake in shares of Tyler Technologies, Inc. (NYSE:TYL – Get Rating) by 34.5{21df340e03e388cc75c411746d1a214f72c176b221768b7ada42b4d751988996} in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,290 shares of the technology company’s […]