$240M AUMStrategic acquisitionFinancial ServicesCompleted
OnePoint BFG adds David Siegel team with $240M in assets
OnePoint BFG Wealth Partners, a Parsippany, New Jersey wealth advisory firm, partnered with David Siegel's four-person team, which manages about $240 million for roughly 230 client households. The deal establishes a West Palm Beach, Florida office.
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