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Patrick Goshtigian

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Active M&A Scene Finds Good Target in Local RIA

ACQUISITION: L.A. Firm Gets Greater SoCal Presence With Donnelly Purchase

A $3.6 billion registered investment advisor (RIA) in Los Angeles run by two native San Diegans has acquired Donnelly Wealth Advisors (DWA), a San Diego-based firm with $405 million in assets under management.

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