Transcript: Peter Mallouk, Creative Planning
The Big Picture
JUNE 11, 2024
What led you to acquire the company in 2004? Did that, was the substantial purchase, a hundred plus billion dollars in 401k 00:17:03 [Speaker Changed] Assets. They still got their website, they still got their financial consultant in the branch. That was back in 1983. You were an employee at the time, weren’t you?
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