With merger, wealth management firm nears $900M in assets

Flaharty Asset Management was founded in 2007.

  • By Business Observer Staff
  • | 3:27 p.m. January 4, 2021
File. Shon Flaharty, founder, CEO and managing partner of Flaharty Asset Management.
File. Shon Flaharty, founder, CEO and managing partner of Flaharty Asset Management.
  • Charlotte–Lee–Collier
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PUNTA GORDA — Flaharty Asset Management, based in Clearwater, has merged with AWA Investment Advisors — creating a wealth management firm with nearly $900 million in assets under management. Terms of the deal weren’t disclosed.

 

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