Source: Crain's Cleveland Business

Stratos: Stratos Wealth acquires California's Pettinelli Financial

The transaction adds approximately $700 million in client assets and about 20 employees to the company.

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Est. Annual Revenue
$5.0-25M
Est. Employees
250-500
Jeff Concepcion's photo - Founder & CEO of Stratos

Founder & CEO

Jeff Concepcion

CEO Approval Rating

90/100

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