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Sammons Financial Group launches Criterion, a three-RIA holding company with $27B AUM/A
The three firms keep their brands and ADVs; Michael Mock is named president.
At a glance
The three firms keep their brands and ADVs; Michael Mock is named president.
Sammons Financial Group has formed Criterion, a holding company for Beacon, NorthRock Partners and Wealthcare with $27 billion in combined AUM/A.
Sammons Financial Group has formed Criterion, a holding company for Beacon, NorthRock Partners and Wealthcare with $27 billion in combined AUM/A.
The three firms keep their brands and their own ADVs; Michael Mock is named president of the holding company, and Criterion's registration is dated Oct. 13.
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PWD coverage and trackingIn this storyNorthRock PartnersCriterionBeacon Capital ManagementMichael MockWealthcareSammons Financial Group
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