Modern Wealth buys California advisory firm Kaye Capital Management

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Modern Wealth buys California advisory firm Kaye Capital Management

finance.yahoo.com/news/modern-wealth-buys-california-advisory-115806655.html

RIA firm Modern Wealth Management has announced the acquisition of Kaye Capital Management’s (KCM) assets, further enhancing its service offerings.
Based in El Segundo, California, KCM is a fee-only advisory firm managing over $700m in assets and an additional $300m in assets under…

This story appeared on finance.yahoo.com, 2025-07-10 11:58:06.