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Clobbered by 'flood' of opportunity, Peter Mallouk is now the unlikely RIA M&A king, which took root in rich organic growth -- now adding a $5-billion RIA with a 'nightmare' that the deal excludes

His $235-billion Creative Planning RIA closed 15 deals in eight months, grew $135 billion in that time, helped by organic growth higher than ever, too.

Author Brooke Southall August 20, 2022 at 12:48 AM
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Peter Mallouk: 'If we were buying everything our debt capabilities would allow us to acquire, we would be a $500 billion dollar firm.'

Peter Mallouk



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October 16, 2020 at 7:49 PM


Mentioned in this article:

Creative Planning
RIA Serving Other RIAs
Top Executive: Peter Mallouk, JD, MBA, CFP®



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