Atria Wealth Solutions Welcomes $350 Million Team from Osaic
NEW YORK, Dec. 12, 2023 /PRNewswire/ -- Atria Wealth Solutions, Inc. ("Atria"), a multi-channel wealth management solutions holding company, today announced the addition of OPOC.US ("OPOC") to Atria subsidiary Cadaret Grant. OPOC, which stands for "One Point of Care," is a firm based in Worthington, Ohio, managing nearly $350 million in client assets. OPOC joins Cadaret Grant and the Atria family from Osaic's Securities America.
- NEW YORK, Dec. 12, 2023 /PRNewswire/ -- Atria Wealth Solutions, Inc. ("Atria"), a multi-channel wealth management solutions holding company, today announced the addition of OPOC.US ("OPOC") to Atria subsidiary Cadaret Grant.
- OPOC, which stands for "One Point of Care," is a firm based in Worthington, Ohio, managing nearly $350 million in client assets.
- OPOC joins Cadaret Grant and the Atria family from Osaic's Securities America.
- They understand each client is different and it is essential to have a robust set of solutions to meet those needs.