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Kestra Financial Acquisitions

Kestra Financial has acquired 4 companies and its latest acquisition was Reliance Trust Company - Delaware on Oct 2018

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COMPANY ACQUIRED
ACQUISITION DATE
AMOUNT
DESCRIPTION

-

Reliance Trust Company - Delaware

Oct 2018

Source »
undisclosed
-
Merrick Financial Group

Jul 2018

Source »
undisclosed
-
Rinvelt & David, LLC

Sep 2017

Source »
undisclosed
Rinvelt & David is a personal wealth management firm that provides tax, retirement and estate planning services to individuals and businesses.
H.Beck, Inc.

Aug 2017

Source »
undisclosed
H.Beck is a financial advisor platform that provides securities and investment advisory services to businesses and individuals.

Frequently Asked Questions about Kestra Financial

  1. What companies did Kestra Financial acquire?

    Companies acquired by Kestra Financial include , Merrick Financial Group and Rinvelt & David

  2. How many acquisitions does Kestra Financial have?

    Kestra Financial has acquired 4 companies including , Merrick Financial Group and Rinvelt & David.

  1. How many acquisitions did Kestra Financial make in 2018?

    In 2018 Kestra Financial acquired 2 companies including and Merrick Financial Group.