Colony Group to buy $288 million RIA
The Boston-based firm will acquire Calabasas, California-based Legacy Wealth Partners.
The Colony Group, a Boston-based registered investment advisory firm managing more than $13 billion, is acquiring Legacy Wealth Partners, a Calabasas, California-based RIA managing $288 million.
Terms of the transaction, which is expected to close later this year, were not disclosed.
Brad Levi
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