JFS Wealth Advisors
1986
FOUNDED
M&A
STATUS
51-60
EMPLOYEES
Buyout/LBO
LATEST DEAL TYPE
1
FINANCING ROUNDS
3
INVESTMENTS
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.
Website
Ownership Status
Acquired/Merged
(Operating Subsidiary)
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Parent Company
Primary Office
- 1479 North Hermitage Road
- Hermitage, PA 16148
- United States
+1 (724) 000-0000
JFS Wealth Advisors Valuation and Funding
| Deal Type | Date | Amount | Post-Val | Valuation/ EBITDA |
Debt | Status |
|---|
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Request full access to PitchBookJFS Wealth Advisors Acquisitions (3)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| 000000 000000000 0 | 01-Sep-2017 | 000000000000000000 | Asset Management | ||
| 0000000000000 0000 | 01-Oct-2015 | 000000000000000000 | Consulting Services (B2B) | 000000 000000000 | |
| 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 |