Corient Private Wealth completed the acquisition of Ensemble Capital Management

CI Financial reveals $1.7bn RIA buy.

CI Financial disclosed Thursday morning that its US wealth division, Corient Private Wealth, completed the acquisition of Ensemble Capital Management, an RIA headquartered in San Francisco that reported managing about $1.7bn in its last filing with the Securities and Exchange Commission (SEC). 

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Read more from the November 14, 2024 CityWire RIA article by Sam Bojarksi, about the transaction.