Aveo Capital
Wealth advisory firm managing over $1 billion in client assets, recently undergoing a partial acquisition and split.
| Date | Investors | Amount | Round |
|---|---|---|---|
* | N/A | Acquisition | |
| Total Funding | 000k | ||
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Aveo Capital Partners is a wealth advisory firm based in Englewood, Colorado, that manages over $1 billion in client assets. The firm has recently undergone a significant change, with a partial acquisition by Carson Group, a major player in the financial advisory space. This has resulted in the division of Aveo Capital into two separate entities.
Prior to this development, Aveo Capital Partners operated as a registered investment advisor, providing financial guidance and wealth management services to its clients. The firm's business model is centered on asset management and providing expert financial counsel. The recent partial acquisition and split of the firm represent a major milestone in its history, indicating a strategic move to align with a larger industry entity while also allowing for a more focused approach for the two resulting groups.
Keywords: wealth management, asset management, financial advisory, investment advisor, acquisition, client assets, financial services, Colorado, Carson Group, firm split