A few recent acquisitions have helped grow registered investment adviser One
Seven — the dba for Beachwood-based MGO One Seven, as well as one of the
several branded financial advisories operating under that parent organization
— to more than $4 billion in total client assets under management (AUM) and
advisement (AUA), according to the company.
One Seven’s latest roll up involves the Feldmeyer Financial Group of Dayton,
which joined One Seven effective Sept. 22. That company, founded in 1994
and previously with Ameriprise Financial Services, brings with it about $250
million in combined assets.
“The partnership with One Seven is a significant milestone in our growth
journey,” said Ben Feldmeyer, CEO of the Feldmeyer Financial Group, in a