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Tag: PFM

Creative Planning Closes on Acquisition of Goldman Sachs PFM

Posted on November 7, 2023 by Thomas Powell

Creative Planning, the Overland Park, Kan.-based registered investment advisor run by CEO Peter Mallouk, closed on its acquisition of Goldman Sachs’ Personal Financial Management unit Friday morning. The terms of the deal were not disclosed.    Mallouk said he will revive the United Capital name, and the business will operate as a wholly-owned, independent entity of…

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