Succession Resource Group Announces the Sale of $109M AUM Delaware-Based RIA
Portland, Ore. (June 17, 2020) – Succession Resource Group (SRG) is excited to announce the sale of Delaware-based RIA, Lovett Advisors to Pennsylvania-based RIA, Bluesphere Advisors LLC. This sale represents over $109 million in assets under management (AUM), negotiated and closed amidst the coronavirus pandemic.
