A downtown Minneapolis office tower that sold for $200 million in 2016 has sold again for a fraction of the price. Minnetonka ...
The deal with Carlson Capital Management is Sequoia’s largest by number of employees and wealth advisors. It also allows the firm to offer internal tax planning and preparation services.
The top-ranked RIA is adding four offices and dozens of employees with its acquisition of Carlson Capital Management.
The acquisition, which represents its largest by number of employees, further enhances the $22.6 billion RIA giant's tax ...