Spartan Wealth Administration merges with 360° Wealth Administration Group – UBS Monetary Companies


Anthony Mona named Spartan Wealth Administration President

Birmingham, Mich., August 17, 2022 /PRNewswire/ — Spartan Wealth Administration CEO Brian Mosallam We’re happy to announce the merger of our agency with 360° Wealth Administration Group, a prestigious UBS Monetary Companies monetary administration staff. The transfer expands as one of many Spartan footprints. of michigan Main wealth administration agency.

“With over 70 years of wealth administration expertise targeted on the prosperous, Spartan has grown even stronger with this merger,” Mosallam stated. “As trustees, now we have an exceptionally sturdy staff in monetary and asset planning, different investments and insurance coverage as we plan for high-net-worth people and enterprise homeowners holistically.”

led by Joseph Mansoor And Anthony Monawhich has been designated as certainly one of forbes prime 100 consultants yearly since 2019, the previous UBS staff will assist Spartan Wealth Administration’s workers develop and administer by 20% eight billion {dollars} In partnership with Cadet Grant, an entirely owned subsidiary of Atria Wealth Options, Inc.

With the merger, Mona turns into the chair of Spartan Wealth Administration. Within the 2022 Forbes listing of wealth advisors, Mona represented $1.4 billion of staff property.

“Our staff is extraordinarily excited to merge with Spartan Wealth. Our values ​​and cultural synergy have made the choice very straightforward,” Mona stated. “We’re additionally excited to accomplice with Charles Schwab & Firm, whose repute speaks for itself.”

Spartan Wealth Administration is registered with the Cadet Grant broker-dealer community, which is supported by Atria Wealth Options, Inc. The agency is headed by the CEO. Brian MosallamMember of the AXA Advisors Corridor of Fame, a Trustee Emeritus of Michigan State College and co-chair Detroit/Wayne County Stadium Authority. A former MSU soccer participant, Mosallam can be the co-host of Spartan Dawgs for Life, a weekly present targeted on MSU athletics.

About spartan cash administration

Established in 2018 by Brian Mosallam, Steve Knofer, Esq.And Alexander WagnerSpartan Wealth Administration’s companies embrace monetary planning, investing, wealth administration and insurance coverage options for high-net-worth people. agency relies in Birmingham, Michigan and is registered with Cadet Grant & Firm, a broker-dealer and firm owned by Atria Wealth Options, Inc. is an entirely owned subsidiary of. For extra data, see www.spartanwealth.com,

media Contact: Colleen Robar313-207-5960, [email protected]

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