The Vilfordi Group of Dallas, Tex., with $314 million in client assets, has joined the employee channel of Ameriprise Financial, Inc.
The family-owned and operated advisory firm includes George Vilfordi III, who joined the business in 1979; and his nephews Aaron Vilfordi, who joined the firm in 2012; Alex Vilfordi, who joined the firm in 2016; and Adam Vilfordi, who joined the firm in 2018. Aaron, Alex and Adam are brothers.
The Vilfordi Group was formerly with UBS Group.