Hub International Ltd. has acquired certain assets of WhartonHill Retirement Services LLC, Strategic Planning Resources Inc. and Karen McCloskey, which collectively do business as WhartonHill Advisors.
Ft. Washington, Pa.-based WhartonHill Advisors is an institutional investment consulting and private wealth company offering investment management, retirement plan expertise, investment fiduciary services, wealth management, financial and retirement services planning and specialized executive benefit services.
Terms of the transaction were not disclosed.
As of June 30, WhartonHill Advisors' assets under advisement were more than $3 billion.
