Merger · Activity not yet classified
Elk Advisory Group
Transaction overview
Reported completed
Announced:
Exact closing date not established.
Krilogy reported a merger of Elk Advisory Group with its (K)Plans retirement-plan practice.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- Elk Advisory Merges with Krilogy’s (K) Plans Employer-Sponsored Retirement Plans Advisory Firm ↗
Krilogy · Published Apr 19, 2024
The article reported Elk Advisory Group joining (K)Plans as a result of a merger. The site disclosure identifies Krilogy Financial LLC, and the article describes (K)Plans as doing business as Krilogy.