Mercer Advisors Acquires Brighton Financial Planning Expanding Mercer Advisors' Northeast Presence
Acquiring Company
Mercer Global Advisors
Acquired Company
Brighton Financial Planning
DenverFlemingtonFinancial ServicesConsultingFinancial ServicesDescription
Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of Middleton Financial Management, LLC, dba Brighton Financial Planning (hereinafter "Brighton"). Brighton is a comprehensive wealth management firm located and operating in New Jersey and South Carolina founded by John P. Middleton, CFA®, CFP®, CAIA, AIF®. Brighton has AUM of approximately $90 million.
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Frequently asked
Who acquired Brighton Financial Planning?
Brighton Financial Planning was acquired by Mercer Global Advisors, based in Denver. The deal was reported on December 6, 2023. Mercer Global Advisors Inc. is a full-service wealth management firm providing investment advice, financial and estate planning, and trustee services. Mercer Global Advisors is privately held and operates in Financial Services.
When did Mercer Global Advisors acquire Brighton Financial Planning?
Mercer Global Advisors's acquisition of Brighton Financial Planning was reported on December 6, 2023. Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of Middleton Financial Management, LLC, dba Brighton Financial Planning (hereinafter "Brighton"). Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Brighton Financial Planning do?
Brighton Financial Planning (BFP) offers Financial Planning, Discretionary Investment Management Services and Defined Contribution Advisory Services. It is privately held, operating in Financial Services, and is based in Flemington.
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