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northranchfinancialgroup.com

Stage

Acquired | Acquired

About North Ranch Financial

North Ranch Financial Group is a financial advisory firm.

North Ranch Financial Headquarters Location

250 W Westlake Blvd Suite 250

Thousand Oaks, California, 91362,

United States

805-495-8166

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Latest North Ranch Financial News

North Ranch Financial Group has been Acquired by Argosy Wealth...

Aug 1, 2018

. Share Article InCap Group, Inc. today announced that it advised Argosy Wealth Management Inc. (“Argosy”) in connection with Argosy’s acquisition of North Ranch Financial Group, Inc. (“North Ranch”). The transaction closed at the end of the second quarter of 2018. BALTIMORE (PRWEB)August 01, 2018 InCap Group, Inc. today announced that it advised Argosy Wealth Management Inc. (“Argosy”) in connection with Argosy’s acquisition of North Ranch Financial Group, Inc. (“North Ranch”). The transaction closed at the end of the second quarter of 2018. Founded in 2010 by Michael Karon and Alex Kimura, Argosy is a boutique wealth management firm located in Los Angeles, California that offers sophisticated financial planning, investment, tax, retirement and risk management advice and services to its clients. In addition, the firm offers tailored solutions for aerospace professionals, having designed wealth management options and a decision-based methodology specifically for that industry. Argosy has more than $180 million in AUM. North Ranch Financial Group, located in Westlake Village, California, is a wealth advisory firm with a singular focus – working in partnership with clients to achieve their specific financial goals. North Ranch provides high net worth individuals and wealthy families with customized, objective investment management and wealth planning services. At the time of the Closing, North Ranch oversaw approximately $120 million in client assets and has been an office of Cetera Advisor Networks, LLC since 1992. "Combining with the North Ranch team enhances Argosy’s strategic position. Not only are we able to bring more services to more clients, we also bring extremely talented advisors with long track records of success to our firm,” said Michael Karon from Argosy Wealth Management. “We are excited to be joining Argosy. We were looking to partner with a ‘like-minded’ firm whose culture, philosophy and investment style are similar to ours. Argosy fulfills each of those goals. Our partnership now affords us the ability to offer expanded services to our clients,” said James Kottra of North Ranch Financial Group. James Tennies and Aryeh Malitzky of InCap Group, Inc. served as financial advisor to Argosy and Corey Kupfer, from Kupfer & Associates, PLLC served as legal counsel to Argosy. About InCap Group, Inc. InCap Group, Inc. (“InCap”) is a leading boutique investment bank that serves the Asset Management, Wealth Management and Securities Brokerage industries. InCap provides Merger & Acquisition Advice, Valuations, Fairness Opinions and Capital Raising Services. Our team is comprised of investment banking professionals that have successfully completed transactions ranging in size from several million dollars to several hundred million dollars. InCap Group, Inc. is based in Baltimore, Maryland. Share article on social media or email: View article via:

  • Where is North Ranch Financial's headquarters?

    North Ranch Financial's headquarters is located at 250 W Westlake Blvd, Thousand Oaks.

  • What is North Ranch Financial's latest funding round?

    North Ranch Financial's latest funding round is Acquired.

  • Who are the investors of North Ranch Financial?

    Investors of North Ranch Financial include Argosy Wealth Management.

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