The Mather Group, LLC Acquires California-Based Glikman / Associates | Illinois

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CHICAGO – (BUSINESS WIRE) – October 5, 2021–

The Mather Group, LLC (TMG), a family-owned and salaried wealth management company with eight offices across the country today announced its acquisition of Glikman / Associates, a California-based financial advisory firm with $ 104.7 million. dollars of assets under advice (AUA). The transaction marks the 10th acquisition in just over two years for TMG, bringing its AUA total to over $ 8.4 billion *, in addition to being recently named one of The best RIAs of 2021 by financial advisor. **

Founded in 1990, Glikman / Associates (G / A) is currently jointly owned by Karen D. Glikman, CFP® and MC Duboscq, CFP®, both of whom will bring over 30 years of financial planning and investment experience to TMG . “Partnering with a state-of-the-art wealth management company like TMG will bring a wealth of new opportunities to our clients, and I’m excited to be a part of the next chapter of the company,” said the founder of G / A, Karen Glikman, CFP®.

“We look forward to further expanding our presence in the San Francisco Bay Area with the help of Karen and MC management. Their in-depth financial planning experience will bring incredible intellectual capital to TMG, and their fee-based approach aligns with our culture, ”said President and Chief M&A Officer Patrick Lawlor, CFA, CFP®.

TMG plans to build on its current momentum with several acquisitions of additional partner companies by the end of this year. “Our goal is to continue to attract customers organically and through acquisitions to become a nationwide boutique company in RIA wealth management,” said CEO Chris Behrens.

The company offers a full range of in-house services, including tax preparation, tax advice, portfolio management, concentrated equity management, risk assessment, estate planning advice and financial planning. complete. Investment recommendations are not linked to commissions. Clients pay for the company’s experienced advice on a fee-only basis, usually as a percentage of assets under management. This approach aligns the interests of the firm and the client.

Learn more about TMG

Headquartered in Chicago with offices in Atlanta, Houston, Dallas, Austin, Knoxville, Philadelphia area, and San Francisco Bay area. TMG is a fee-only business serving high net worth individuals. Founded in 2011 with $ 150 million in consulting assets, TMG has reached over $ 8.4 billion in consulting assets. TMG’s in-house lawyers, CPAs and other professionals make their clients’ lives easier by providing a full range of services under one roof. TMG is a federally registered investment adviser under the Investment Advisers Act 1940, as amended, providing discretionary and non-discretionary investment advice to clients. Visit us at www.themathergroup.com.

* Assets under advice (AUA) consist of discretionary and non-discretionary assets and assets that we advise but do not manage directly as at 30.09.21.

** Rankings are based on voluntary, non-paid surveys. Each organization sets its own criteria for inclusion. The information is correct as of the date of this press release, and no obligation or intention to make any updates or corrections exists.

View source version on businesswire.com:https://www.businesswire.com/news/home/20211005005306/en/

Natalya Varkey, [email protected]

KEYWORD: UNITED STATES NORTH AMERICA CALIFORNIA ILLINOIS

INDUSTRY KEYWORD: FINANCE CONSULTING ACCOUNTING PROFESSIONAL SERVICES LEGAL

SOURCE: The Mather Group, LLC

Copyright Business Wire 2021.

PUB: 05/10/2021 9:00 a.m. / DISC: 05/10/2021 9:02 a.m.

http://www.businesswire.com/news/home/20211005005306/en

Copyright Business Wire 2021.


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