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Dakota Wealth

Displaying 2 results

Topic
  • News
  • January 4, 2024

Dakota Wealth Management expands AUM to $4.9B with new acquisition

Florida-based firm now has 15 offices in 9 states.

Topic
  • News
  • November 3, 2023

Dakota Wealth AUM nears $4B with acquisition of family-run practice

The deal adds two offices to Dakota's footprint.