Sax LLP Subsidiary, Sax Wealth Advisors (SWA) Acquires the GM Financial Group
Clifton-based wealth management firm, Sax Wealth Advisors (SWA), has acquired another New Jersey wealth management firm, The GM Financial Group, LLC. The addition of The GM Financial Group's approximately $140 million of assets under management (AUM) brought Sax Wealth Advisors to $875 million of assets under management and $160 million of assets under advisement through 401(k) plans for over $1 billion in collective assets under management.
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