Sarasota financial firm acquired by national wealth advisory company

SRQ Wealth has been acquired by Carson Group.

  • Manatee-Sarasota
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A Sarasota financial firm has been acquired by a Nebraska-based company. SRQ Wealth is now owned by Carson Group, a wealth advisory firm out of Omaha. Carson Group is a subsidiary of Carson Group Holdings LLC, which has $42 billion in assets under management.

 

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