Gallagher swoops for wealth administration platform

Arthur J. Gallagher & Co. has introduced that it has acquired the f3 Corporations. The phrases of the transaction weren’t disclosed.

Included within the deal have been Minnesota-based f3Logic and f3Investment Administration, Virginia-based Monetary Consultants of America, Massachusetts-based Compass Level Retirement Planning, and Minnesota-based Kusske Monetary Asset Administration.

The f3 Corporations are a wealth administration platform with greater than $1 billion in property below administration. They supply retirement planning and monetary advisory providers to people, particular person advisors and registered funding advisory companies. The f3 Corporations will stay of their present places below the route of Jeff Leonard, Gallagher’s North American enterprise line chief for retirement and monetary providers.

Learn subsequent: Gallagher reveals improve in Q3 earnings

“f3’s extremely regarded platform strengthens our retirement plan consulting providers and can improve our monetary planning development alternatives,” stated J. Patrick Gallagher Jr., chairman, president and CEO of Arthur J. Gallagher. “Their practices align with our dedication to serving to organizations, people and communities face their future with confidence with monetary planning providers that assist higher place employees for retirement success, and I’m delighted to welcome this agency to our rising firm.”

Related Articles

Leave a Reply

Your email address will not be published. Required fields are marked *

Back to top button