Main Line investment firm agrees to sell to Ohio-based Sequoia Financial Group

The deal, set to close Feb. 28, will create a firm with more than $15 billion in client assets.

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Feb 17, 2023 - 04:00
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Main Line investment firm agrees to sell to Ohio-based Sequoia Financial Group
The deal, set to close Feb. 28, will create a firm with more than $15 billion in client assets.
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