The Retirement Planning Group completes acquisition of $225 Million Lee Financial Group Hawaii
Acquiring Company
The Retirement Planning Group
Acquired Company
Lee Financial Group Hawaii
LeawoodHonoluluFinancial ServicesFinanceFintechFinancial ServicesFinanceLendingDescription
The Retirement Planning Group (TRPG), the employee-based RIA of Cetera Financial Group, has acquired Lee Financial Group Hawaii, which represents its second acquisition this year. With approximately $225 million in assets under management, Lee Financial Group Hawaii delivers wide-ranging investment management and financial planning services to clients in Hawaii and beyond. As a result of the acquisition, six full-time professionals have joined TRPG/Cetera.
Quick answer
The Retirement Planning Group is acquiring Lee Financial Group Hawaii for $225 million, announced June 5, 2024. The Retirement Planning Group is based in Leawood, Kansas, United States.
- How much did The Retirement Planning Group pay for Lee Financial Group Hawaii?
- The reported deal value is $225 million.
- What does The Retirement Planning Group do?
- The Retirement Planning Group (TRPG) is Cetera's employee-based RIA and an SEC registered investment advisory firm headquartered in Leawood, KS.
- Where are The Retirement Planning Group and Lee Financial Group Hawaii based?
- The Retirement Planning Group is based in Leawood, Kansas, United States. Lee Financial Group Hawaii is based in Honolulu, Hawaii, United States.
- Who are the decision-makers at The Retirement Planning Group?
- Fundz holds 1 contact at The Retirement Planning Group. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
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Frequently asked
Who acquired Lee Financial Group Hawaii?
Lee Financial Group Hawaii was acquired by The Retirement Planning Group, based in Leawood. The deal was reported on June 5, 2024. The Retirement Planning Group (TRPG) is Cetera's employee-based RIA and an SEC registered investment advisory firm headquartered in Leawood, KS. The Retirement Planning Group is privately held and operates in Financial Services.
When did The Retirement Planning Group acquire Lee Financial Group Hawaii?
The Retirement Planning Group's acquisition of Lee Financial Group Hawaii was reported on June 5, 2024. The Retirement Planning Group (TRPG), the employee-based RIA of Cetera Financial Group, has acquired Lee Financial Group Hawaii, which represents its second acquisition this year. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Lee Financial Group Hawaii do?
Lee Financial Group Hawaii represents the second acquisition this year for The Retirement Planning Group (TRPG), Cetera's employee-based RIA. It is privately held, operating in Financial Services, and is based in Honolulu.
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