$750M AUMStrategic acquisitionFinancial Services
Modera Wealth adds RS Crum, opening a West Coast office
Modera Wealth Management, a fee-only firm based in Westwood, New Jersey, announced a transaction with RS Crum, a Newport Beach, California fee-only planner founded in 1976. RS Crum serves more than 250 households with about $750 million in assets under management, and its team of nine is joining Modera.
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