Provider of investment advisory services. The company provides asset management services for foundations, endowments, corporations, public funds, Taft-Hartley plans and individuals.
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
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Request a free trialName | Title | Board Seat | Contact Info |
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David Yucius Jr. | Co-Founder, President & Portfolio Manager | ||
Michael Doyle | Director of Marketing & Co-Founder | ||
Brenda Bradford | Office Manager & Executive Assistant |