Beacon Pointe acquires $230 million Texas RIA
D.R. Saur Financial will be integrated into Beacon Pointe’s Plano, Texas, office.
Beacon Pointe Advisors, a Newport Beach, California-based registered investment advisory firm managing more than $12 billion, has acquired Dallas-based D.R. Saur Financial, which manages $230 million.
D.R. Saur was founded almost 28 years ago by Dan and Lisa Saur. It will be merged into Beacon Pointe’s existing office in Plano, Texas. In addition to Mr. Saur, five of the firm’s employees will be joining Beacon Pointe.
[More: Beacon Pointe acquires Texas-based Wealthstreet]
Hybrid engagement requires reimagined work schedules and roles
Learn more about reprints and licensing for this article.
