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#1 Peter Mallouk on the 2019 Forbes Best-In-State Wealth Advisors
Peter Mallouk serves as the President & CEO of Creative Planning LLC., and its affiliated companies, providing comprehensive wealth management services to clients.
Oct 2, 2023 · How Peter Mallouk, the man of the moment, rose to the top. Before stunning the RIA industry by buying Goldman Sachs’ $29.4bn mass affluent advisory business, Mallouk grew Creative Planning through referrals, TV ads, M&A and a partnership with Tony Robbins. But the story begins in Cairo…. By Charles Paikert.
Nov 8, 2021 · Creative Planning jumped from $50 billion AUM to $100 billion of AUM and the CEO and owner says the firm added 350 people and is nearly out of space at its giant ...
Dec 31, 2023 · Peter Mallouk is the President of Creative Planning and its affiliated companies, which provide comprehensive wealth management services to their clients, including investment management, financial planning, charitable planning, retirement plan consulting, tax planning and estate planning services. Creative Planning manages more than $300 ...
View Peter Mallouk’s profile on LinkedIn, a professional community of 1 billion members. I am honored to serve as president and CEO of Creative Planning, LLC, a nationally…
- Creative Planning
Aug 29, 2023 · The Creative Planning CEO only paid a 'not material' price to Goldman Sachs to make a potentially quantum leap ahead toward dominance in the 'national RIA' race
Aug 28, 2019 · Peter Mallouk, president of the firm, sat down with reporter Greg Iacurci to discuss his new outlook on RIA deals, economics of the advisory business, and why the M&A market will never be...
Jan 16, 2019 · The firm manages $37 billion in assets and was named by Barron’s as the #1 Independent Wealth Management Firm in America in four of the last six years.
Feb 21, 2024 · Peter Mallouk estimated net worth is $80 million as of August 2024. In addition, his yearly net worth is estimated to be $400,000. The money Peter makes from his writing is also significant.
