WFG Investments Overview

  • Service
  • Law Firm
  • Serviced Companies
  • 4
  • Serviced Deals
  • 9
  • Serviced Investors
  • 4

WFG Investments General Information

Contact Information

Service Provider Type
Law Firm
Primary Office
  • 2711 North Haskell Avenue
  • CityPlace Tower, Suite 2900
  • Dallas, TX 75204
  • United States
+1 (972) 000-0000

WFG Investments Services to Companies

Service on a Deal (9)

Company Name Service Provided Deal Date Deal Type Deal Amount
SureBooks Legal Advisor Sep 2018 00000 0000000
00000000 000000 00 Legal Advisor Aug 2015 00000 0000000
00000000 000000 00 Legal Advisor May 2015 00000 0000000
00000000 000000 00 Legal Advisor Oct 2013 00000 0000000
00000000 000000 00 Legal Advisor Sep 2012 00000 0000000
00000000 000000 00 Legal Advisor Jan 2012 00000 0000000
00000000 00000000 Legal Advisor Apr 2011 00000 0000000
Cornerstone Automation Systems Legal Advisor Dec 2010 00000 0000000
SureBooks Legal Advisor Aug 2010 00000 0000000
To view WFG Investments’s complete services to companies history, request access »
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WFG Investments Services to Investors

Service on a Deal — Buy Side (1)

Investor Name Service Provided Deal Date Deal Type Deal Amount
CIC Partners Legal Advisor Dec 2010 00000 0000000
To view WFG Investments’s complete services on a deal — buy side history, request access »

WFG Investments Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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WFG Investments Team (1)

Name Title Deals Office Contact
Info
Susan Harriman JD Executive 0 Dallas, TX
To view WFG Investments’s complete team members history, request access »