Hybrid merger creates RIA managing $350 million
Oklahoma, Texas firms form Gaddis Premier Wealth Advisors. David Reed will serve as CEO of the new firm.
Gaddis & Gaddis Wealth Management, an Ada, Oklahoma-based hybrid, and Denison, Texas-based hybrid Premier Investment Advisors have merged to form Gaddis Premier Wealth Advisors, a registered investment adviser.
The new firm, which will manage $350 million, will use Charles Schwab as its custodian.
Dave Reed of Premier, will be based in Denison, Texas, and serve as chief executive officer of the new firm, which has offices throughout Oklahoma and northern Texas.
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