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Pennsylvania-Based Institutional and Wealth Firms Combine to Form $9B Shop
Yahoo Financeยท 2025-09-22 18:04
You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletters. Two Pennsylvania-based registered investment advisors are merging to create a $9 billion RIA combining an institutional-focused firm with a predominantly wealth management business. BilkeyKatz Investment Consultants, which works with institutional clients with assets ranging from $20 million to $1 billion, and Oakmont Capital Management, which has about $650 million in assets under man ...