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KLS Professional Advisors Group

KLS Professional Advisors Group
1989 FOUNDED
M&A STATUS
31-40 EMPLOYEES
Corporate LATEST DEAL TYPE
2 FINANCING ROUNDS
Description

Provider of wealth management and investment advisory services intended to provide the best advice for any particular situation. The company's advisors possess multidisciplinary expertise of all affairs and formulate long term strategies after discussing the client's financial position, enabling them to achieve their long term and short term goals.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Asset Management
Primary Office
  • 1325 Avenue of the Americas
  • 14th Floor
  • New York, NY 10019
  • United States

+1 (212) 000-0000

KLS Professional Advisors Group Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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KLS Professional Advisors Group Executive Team (8)

Name Title Board
Seat
Contact
Info
Gary Sica Senior Managing Director, Co-Chief Investment Officer and Co-Chair of the Investment Committee
Robert Schorr Senior Managing Director, Co-Chief Investment Officer, Co-Chair of the Investment Committe & Founder
Arthur Langhaus Senior Managing Director, member of the Investment Committee & Co-Founder
Carlton Klapper Senior Managing Director, member of the Investment Committee & Co-Founder
Georgia Pangle Senior Managing Director & non-voting member of the Investment Committee

2 Former Executives

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KLS Professional Advisors Group Board Members (1)

Name Representing Role Since Contact
Info
0000000 000000 KLS Professional Advisors Group Senior Managing Director & non-voting member of the Investment Committee 000 0000