CW Advisors (CWA), a registered investment adviser headquartered in Boston, has announced the acquisition of Mercadien Asset Management, an RIA located in Hamilton, N.J. Terms of the transaction were not disclosed.
“Ken and his team are outstanding,” said Paul Lonergan, CEO of CWA. “We are excited to welcome the team and their clients to CWA. With a strong focus on financial planning and client service, they are a great asset to the firm.”
The addition of the New Jersey location enhances CWA’s already robust presence in the Mid-Atlantic. Hamilton joins CWA's offices in Wynnewood, Pa., and Columbia, Md. CWA now has nine offices across the United States with 92 employees and more than $8.8 billion of assets under management.
"CWA’s philosophy and platform make them the perfect partner to continue providing quality service and an expanded offering to our clients,” noted Ken Kamen, president of Mercadien Asset Management, LLC.
The deal was compl
