MAI adds $570m Cali RIA in first deal following Evoke acquisition

Written By Matt Rozen

MAI Capital Management has revealed its first deal since the RIA’s blockbuster purchase of Evoke Advisors last month. 

The move brings aboard Summit Financial Advisors, a San Mateo, Calif.-based RIA overseeing roughly $570m in client assets.

Read more on Citywire.com.

Matt Rozen
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