ALLWORTH FINANCIAL
Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
ALLWORTH FINANCIAL
Industry:
Education Financial Services
Founded:
1996-01-01
Address:
Sacramento, California, United States
Country:
United States
Website Url:
http://www.hansonmcclain.com
Total Employee:
51+
Status:
Active
Contact:
(916) 483-9661
Email Addresses:
[email protected]
Total Funding:
0
Technology used in webpage:
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Current Employees Featured
Founder
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2022-08-24 | Second Opinion Partners | Second Opinion Partners acquired by Allworth Financial | N/A |
| 2022-08-24 | Muchler Financial Services | Muchler Financial Services acquired by Allworth Financial | N/A |
| 2022-06-08 | UAS Wealth Advisors | UAS Wealth Advisors acquired by Allworth Financial | N/A |
| 2022-06-08 | Chetwood Wealth Management | Chetwood Wealth Management acquired by Allworth Financial | N/A |
| 2022-03-24 | Horseman Group | Horseman Group acquired by Allworth Financial | N/A |
| 2022-02-09 | Johanson Financial Advisors | Johanson Financial Advisors acquired by Allworth Financial | 480 M USD |
| 2021-11-10 | RG Capital Management | RG Capital Management acquired by Allworth Financial | N/A |
| 2021-09-02 | Novak Financial Planning | Novak Financial Planning acquired by Allworth Financial | N/A |
| 2021-07-14 | Giordano Wealth Management Group | Giordano Wealth Management Group acquired by Allworth Financial | N/A |
| 2021-04-13 | Shone Wealth Management | Shone Wealth Management acquired by Allworth Financial | 340 M USD |
Investors List
Parthenon Capital Partners
Parthenon Capital Partners investment in Private Equity Round - Allworth Financial
Official Site Inspections
http://www.hansonmcclain.com
- Host name: 40.118.246.51
- IP address: 40.118.246.51
- Location: San Jose United States
- Latitude: 37.3388
- Longitude: -121.8914
- Metro Code: 807
- Timezone: America/Los_Angeles
- Postal: 95141
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