Wealth Enhancement Group Announces the Addition of Piermont Wealth Management Inc., an Independent RIA with Over $226 Million in Client Assets [Yahoo! Finance]
Unifi, Inc. New (UFI)
Last unifi, inc. new earnings: 4/30 05:15 pm
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Source: Yahoo! Finance
MINNEAPOLIS March 28, 2024 /PRNewswire/ -- Wealth Enhancement Group, a national independent wealth management firm with over $79 billion in client assets, announced the acquisition of Piermont Wealth Management Inc., an independent RIA located in Boca Raton, Florida and Melville, New York . The team manages over $226 million in client assets and is led by Chief Executive Officer of the firm, Philip J. Capell Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group, said, "Wealth Enhancement Group is thrilled to announce the addition of Philip and his team to our organization. We are confident that their extensive knowledge and experience in the financial industry will benefit our firm as we seek to provide our clients with the best possible financial advice." Founded in 2000, Piermont Wealth Management Inc. has been dedicated to making a difference in its clients' lives. Philip and his team primarily provide comprehensive wealth management services such as investment manag
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UFI
Earnings
- 1/31/24 - Miss
UFI
Sec Filings
- 3/20/24 - Form S-8
- 3/11/24 - Form 8-K
- 2/21/24 - Form 8-K
- UFI's page on the SEC website