Advice Dynamics Partners Overview

  • Service
  • Financing Advisory

  • Year Founded
  • 2008

Year Founded

  • Employees
  • 2

Employees

  • Serviced Companies
  • 28

  • Serviced Deals
  • 28

  • Serviced Investors
  • 3

Advice Dynamics Partners General Information

Description

Founded in 2008, Advice Dynamics Partners is a financial advisory firm headquartered in Mill Valley, California. The firm specializes in mergers and acquisitions, valuations, transition planning, management buyouts, expansion capital raising, recapitalization, mezzanine financing, debt, and acquisition financing. Advice Dynamics Partners primarily caters to the financial service sectors.

Contact Information

Year Founded
2008
Service Provider Type
Financing Advisory
Corporate Office
  • 325 Carrera Drive
  • Mill Valley, CA 94941
  • United States
+1 (415) 000-0000

Advice Dynamics Partners Services to Companies

Service on a Deal (28)

Company Name Service Provided Deal Date Deal Type Deal Amount
Traverso Chambers Private Wealth Management Advisor: General Jan 2024 00000 0000000
Wealth CMT Advisor: General Aug 2023 00000 0000000
Calvary Wealth Advisor: General Jul 2023 00000 0000000
Inspired Financial Advisor: General Jun 2023 00000 0000000
Southern Wealth Management Advisor: General May 2023 00000 0000000
Colorado Financial Management Advisor: General Mar 2023 00000 0000000
Gamble Jones Investment Counsel Advisor: General Mar 2023 00000 0000000
Ashfield Capital Partners Advisor: General Dec 2022 00000 0000000
Bernhardt Wealth Management Advisor: General Nov 2022 00000 0000000
Sadoff Investment Management Advisor: General Sep 2022 00000 0000000
You’re viewing 10 of 28 services to companies. Get the full list »

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Advice Dynamics Partners Services to Investors

Service on a Deal — Buy Side (5)

Investor Name Service Provided Deal Date Deal Type Deal Amount
CAPTRUST Financial Advisors Advisor: General Sep 2023 00000 0000000
Carnegie Investment Counsel Advisor: General Dec 2017 00000 0000000
EP Wealth Advisors Advisor: General Jun 2017 00000 0000000
EP Wealth Advisors Advisor: General Jan 2016 00000 0000000
EP Wealth Advisors Advisor: General Jan 2015 00000 0000000
To view Advice Dynamics Partners’s complete services on a deal — buy side history, request access »

Advice Dynamics Partners Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Advice Dynamics Partners Team (1)

Name Title Deals Office Contact
Info
David Selig Founder & Chief Executive Officer 00 Mill Valley, CA
To view Advice Dynamics Partners’s complete team members history, request access »

Advice Dynamics Partners FAQs

  • When was Advice Dynamics Partners founded?

    Advice Dynamics Partners was founded in 2008.

  • Who is the founder of Advice Dynamics Partners?

    David Selig is the founder of Advice Dynamics Partners.

  • Who is the CEO of Advice Dynamics Partners?

    David Selig is the CEO of Advice Dynamics Partners.

  • Where is Advice Dynamics Partners headquartered?

    Advice Dynamics Partners is headquartered in Mill Valley, CA.

  • What is the size of Advice Dynamics Partners?

    Advice Dynamics Partners total number of employees/professionals is 2.

  • What service provider type is Advice Dynamics Partners?

    Advice Dynamics Partners's service provider type is Financing Advisory.

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