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Atria Wealth Solutions To Acquire Independent Wealth Management Firm Western International Securities, Inc.

Atria Wealth Solutions To Acquire Independent Wealth Management Firm Western International Securities, Inc.

5 years ago
Anonymous $xdcOWPpsb_

http://www.prnewswire.com/news-releases/atria-wealth-solutions-to-acquire-independent-wealth-management-firm-western-international-securities-inc-300963252.html

NEW YORK and PASADENA, Calif., Nov. 21, 2019 /PRNewswire/ -- Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, today announced an agreement to acquire Pasadena, CA-based independent broker-dealer Western International Securities, Inc. (WIS). WIS was founded in 1995 and serves over 400 independent financial advisors with $13 billion in assets under administration.

Atria's acquisition of WIS represents another strategic move forward in delivering an industry-leading offering in the fast-changing independent wealth management space. WIS serves independent financial advisors in a variety of models including affiliation through a turnkey branch solution that offers professional office space, integrated technology and dedicated support staff. Additionally, WIS' strategic clearing partnerships further expand Atria's solution set for financial advisors.

Atria Wealth Solutions To Acquire Independent Wealth Management Firm Western International Securities, Inc.

Nov 22, 2019, 1:16am UTC
http://www.prnewswire.com/news-releases/atria-wealth-solutions-to-acquire-independent-wealth-management-firm-western-international-securities-inc-300963252.html > NEW YORK and PASADENA, Calif., Nov. 21, 2019 /PRNewswire/ -- Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, today announced an agreement to acquire Pasadena, CA-based independent broker-dealer Western International Securities, Inc. (WIS). WIS was founded in 1995 and serves over 400 independent financial advisors with $13 billion in assets under administration. > Atria's acquisition of WIS represents another strategic move forward in delivering an industry-leading offering in the fast-changing independent wealth management space. WIS serves independent financial advisors in a variety of models including affiliation through a turnkey branch solution that offers professional office space, integrated technology and dedicated support staff. Additionally, WIS' strategic clearing partnerships further expand Atria's solution set for financial advisors.