RIA managing $172 million joins Carson Partners

RIA managing $172 million joins Carson Partners
Oregon’s Price Financial Group will use Carson's resources, including infrastructure and technology.
FEB 24, 2021

Price Financial Group, a registered investment advisory firm managing $172 million in Beaverton and Portland, Oregon, has joined Omaha, Nebraska-based Carson Partners.

Bo Caldwell and Matt Mai are the principals of Price. The firm will have access to Carson’s resources, people, infrastructure and technology.

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