JFS Wealth Advisors Overview
- Founded
- 1986

- Status
- Acquired/Merged
- Employees
- 60

- Latest Deal Type
- Buyout/LBO
- Financing Rounds
- 1
- Investments
- 3
JFS Wealth Advisors General Information
Description
Provider of investment management services. The company offers comprehensive financial planning services to high net worth individuals, individuals, families, pension and profit sharing plans, charitable organizations, corporations, businesses and state and municipal government entities.
Contact Information
(Operating Subsidiary)
- 1479 North Hermitage Road
- Hermitage, PA 16148
- United States
JFS Wealth Advisors Valuation & Funding
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
---|
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Request a free trialJFS Wealth Advisors Executive Team (7)
JFS Wealth Advisors Signals
Growth Rate

Growth

Size Multiple


Key Data Points
Twitter Followers
5.5k

Similarweb Unique Visitors
15.0K

Majestic Referring Domains
314

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Request a free trialJFS Wealth Advisors Acquisitions (3)
Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
---|---|---|---|---|---|
000000 000000 | 01-Sep-2017 | 0000000000 | Asset Management | ||
0000000000000 | 01-Oct-2015 | 0000000000 | Consulting Services (B2B) | 000000 00 | |
H.L. Zeve Associates | 22-Jan-2013 | Merger/Acquisition | Brokerage |
JFS Wealth Advisors Subsidiaries (1)
Company Name | Industry | Location | Founded |
---|---|---|---|
0.0. 0000 00000000 | Brokerage | Pittsburgh, PA |