Deal Snapshot
Carson Wealth Acquires USD 500m AUM Firm Shobe Financial
Friday 17 March 2023

Nebraska, US-based Carson Group, providing financial advisory services, has acquired Louisiana-based financial planning and wealth management firm The Shobe Financial Group, with over USD 500m in assets under management, the company said.

Terms of the transaction were not disclosed.


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Details
Date Published: 17/03/2023

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