Hub acquires $205 million Pennsylvania RIA
Michael Finnell, president of Heritage Wealth Management Group, and the Heritage team will join Hub.
Hub International, a Chicago-based insurance brokerage and financial services firm, has acquired the assets of Heritage Wealth Management Group, a Moon Township, Pennsylvania-based hybrid managing $205 million.
Terms of the acquisition were not disclosed.
Hub said in a press release that Michael Finnell, president of Heritage Wealth Management Group, and the Heritage team will join Hub.
[More: Hub acquires $1.1 billion retirement plan firm]
Proposed legislation could give alternatives a boost
Learn more about reprints and licensing for this article.
