CAPTRUST Welcomes Campbell Wealth Management & TruNorth Wealth Partners [Yahoo! Finance]
Houlihan Lokey, Inc. Class A (HLI)
Last houlihan lokey, inc. class a earnings: 2/3 04:15 pm
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Source: Yahoo! Finance
Alexandria , Virgina, and TruNorth Wealth Partners (TruNorth) in St. Paul, Minnesota CAPTRUST Financial Advisors logo (PRNewsfoto/CAPTRUST Financial Advisors) Founded in 2003, Campbell is a holistic financial and retirement planning-focused firm dedicated to building, managing, and preserving the wealth of their clients through exceptional service. The team, led by CEO Kelly Campbell , creates CAPTRUST's first location in Alexandria, VA . A total of 33 new colleagues from Campbell are joining CAPTRUST, along with $1.4 billion in assets. "We believe that a financial plan is at the core of every client relationship. Joining CAPTRUST was a natural next step for our firm because it also believes in the importance of financial planning and is helping us to bring deeper resources to clients, including estate planning, more extensive tax planning, and family office services," said Kelly Campbell "Campbell is unapologetically a growth-minded organization, just like CAPTRUST. We are ex
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HLI
Earnings
- 10/30/24 - Beat
HLI
Sec Filings
- 12/16/24 - Form 4
- 12/13/24 - Form 144
- 12/9/24 - Form 8-K
- HLI's page on the SEC website