Bukaty Companies Financial Services on Wednesday announced the acquisition of two Denver area investment management and retirement plan consulting firms.
The Leawood company acquired Investment Management Consultants Limited and 401K Squared for an undisclosed price. Both companies are in Littleton, Colo.
Bukaty said the addition of the two firms brought 60 retirement plans under management and 210 wealthy clients to the company’s Denver operations. Bukaty will have eight employees in the region, the company said, and several new employees will be added later this year.
“We now have the scale to be a top retirement plan and wealth management advisory services provider in the Denver area,” said Vince Morris, Bukaty’s president.
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With the acquisitions, Bukaty now manages more than $2.6 billion in assets.
| The Star