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  6. Financial Trust Asset Management Acquires Hueston Financial Services

M&A Deal Summary

Financial Trust Asset Management Acquires Hueston Financial Services

On May 30, 2025, Financial Trust Asset Management acquired financial services company Hueston Financial Services

Acquisition Highlights
  • This is Financial Trust Asset Management’s 1st transaction in the Financial Services sector.
  • This is Financial Trust Asset Management’s 1st transaction in the United States.
  • This is Financial Trust Asset Management’s 1st transaction in Florida.

M&A Deal Summary
Date 2025-05-30
Target Hueston Financial Services
Sector Financial Services
Buyer(s) Financial Trust Asset Management
Deal Type Add-on Acquisition

Target

Hueston Financial Services

Lake Ranch, Florida, United States
Hueston Financial Services offers comprehensive financial advisory solutions, encompassing financial planning, investment management, tax planning, and retirement planning. Hueston Financial Services is based in Lake Ranch, Florida.

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Buyer(S) 1

Buyer

Financial Trust Asset Management

Boca Raton, Florida, United States
Category Company
Sector Financial Services
DESCRIPTION

Financial Trust Asset Management is a full?service registered investment adviser that provides integrated investment management, financial planning, retirement planning, and tax planning services. Financial Trust Asset Management is based in Boca Raton, Florida.

DEAL STATS #
Overall 1 of 1
Sector: Financial Services M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
State: Florida M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2025 M&A 1 of 1
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