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Osaic adds $453m Oregon-based advice firm to its network
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investment-international.comOsaic adds $453m Oregon-based advice firm to its network
Wealth management firm Osaic has added Pilot Rock Financial Advisors, an independent financial advice firm with USD$453m in client assets, to its advice firm network. Pilot Rock is an eight-person advice team based in Medford, Oregon, but it serves individuals, families and business owners across the US. The team will now use Osaic’s open-architecture technology platform to deliver a more streamlined operation and tailored client service. Nathan…
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