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Private Wealth Management Group

M&A STATUS
21-30 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of financial advisory services. The company offers investment, financial planning and administrative services to individual and institutional investors.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Acquirer
Primary Office
  • 1 West Chocolate Avenue
  • Hershey, PA 17033
  • United States

Private Wealth Management Group Valuation and Funding

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

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Private Wealth Management Group Former Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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