Acquista crypto Mercati Spot FuturesGOLD Earn Centro eventi

Altro

IRVING, Texas, Dec. 23, 2025 /PRNewswire/ — United Capital Financial Advisors (United Capital), an established registered investment advisor (RIA), today announcedIRVING, Texas, Dec. 23, 2025 /PRNewswire/ — United Capital Financial Advisors (United Capital), an established registered investment advisor (RIA), today announced

United Capital Financial Advisors Acquires Groebl Brothers, Adds $240 Million in AUM

Autore: AI Journal

Fonte: AI Journal

2025/12/23 22:31

2 min di lettura

MORE$0.00003976+6.31%

Per feedback o dubbi su questo contenuto, contattateci all'indirizzo crypto.news@mexc.com.

IRVING, Texas, Dec. 23, 2025 /PRNewswire/ — United Capital Financial Advisors (United Capital), an established registered investment advisor (RIA), today announced the acquisition of Groebl Brothers, an RIA located in Leawood, Kansas.

This acquisition adds more than $240 million in assets under management (AUM) to United Capital.

“We are thrilled to have Groebl Brothers join United Capital,” said Jim Rivers, President of United Capital. “Joe and Tim have more than 46 years of combined experience in the financial services industry, and they use that expertise to educate and provide peace of mind for their clients while also ensuring that they are delivering a tailored financial plan for each client. They will be a welcome addition to the United Capital team.”

Joe Groebl founded Groebl Brothers in 2010 after working on Wall Street for 17 years. He, along with his brother, Tim, felt that financial advisors should be direct fiduciaries to their clients and that this model should, and would, become the industry standard.

“Our decision to join United Capital was driven in large part by our desire to expand our offerings to our clients,” said Groebl Brothers founders Joe and Tim Groebl in a joint statement. “United Capital’s comprehensive suite of services allows us to more wholly serve the financial needs of our clients. The financial services industry is changing, and United Capital is at the forefront of that progress. We knew that to grow, we needed to align ourselves with an RIA with an innovative, client-first mindset.”

Groebl Brothers will be United Capital’s third acquisition in 2025.

About United Capital

United Capital Financial Advisors is an independent wealth management firm that employs a personalized planning process and proprietary investing strategies to build client portfolios. For more information, visit www.unitedcapitalwealth.com.

Media contact: media@unitedcapitalwealth.com

View original content to download multimedia:https://www.prnewswire.com/news-releases/united-capital-financial-advisors-acquires-groebl-brothers-adds-240-million-in-aum-302648389.html

SOURCE United Capital Financial Advisors, LLC

Opportunità di mercato

Valore Moonveil (MORE)

$0.00003976

$0.00003976$0.00003976

+1.27%

USD

Grafico dei prezzi in tempo reale di Moonveil (MORE)

Get 20 USDT in Just 1 Minute

Deposit $100 to unlock $300 in GOLD positions

Disclaimer: gli articoli ripubblicati su questo sito provengono da piattaforme pubbliche e sono forniti esclusivamente a scopo informativo. Non riflettono necessariamente le opinioni di MEXC. Tutti i diritti rimangono agli autori originali. Se ritieni che un contenuto violi i diritti di terze parti, contatta crypto.news@mexc.com per la rimozione. MEXC non fornisce alcuna garanzia in merito all'accuratezza, completezza o tempestività del contenuto e non è responsabile per eventuali azioni intraprese sulla base delle informazioni fornite. Il contenuto non costituisce consulenza finanziaria, legale o professionale di altro tipo, né deve essere considerato una raccomandazione o un'approvazione da parte di MEXC.