Tag : Peter Mallouk

Creative Planning Acquires Duncan & Haley, Adds $660 Million in AUM
Finance Investments News

Creative Planning Acquires Duncan & Haley, Adds $660 Million in AUM

PR Newswire
by PR Newswire0
Creative Planning, one of the nation’s largest registered investment advisors (RIAs), announced it has acquired Duncan & Haley, Ltd. (Duncan & Haley), an established RIA in Seattle, Washington. The acquisition adds $660 million in assets under management to Creative Planning. “Duncan & Haley has long shared our belief that integrating......
Creative Planning Expands California Operations With Grassi Investment Management Acquisition
Investments News

Creative Planning Expands California Operations With Grassi Investment Management Acquisition

PR Newswire
by PR Newswire0
Creative Planning, one of the nation’s largest registered investment advisors (RIAs), announced the acquisition of Grassi Investment Management, a distinguished wealth management firm located in Santa Clara, California. The transaction was completed on August 28, 2025, adding five experienced professionals to Creative Planning’s expanding team and approximately $1.3 billion in assets under management.......
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