Wealth Management Consultants (NJ) Overview
- Founded
-
1998
- Status
-
Acquired/Merged
- Latest Deal Type
-
M&A
- Financing Rounds
-
1
Wealth Management Consultants (NJ) General Information
Description
Provider of financial services. The company provides a range of services, including financial advice, estate and income tax planning, compensation and benefit planning and investment advisory services.
Contact Information
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Accounting, Audit and Tax Services (B2B)
Other Industries
Other Financial Services
Consulting Services (B2B)
Acquirer
Primary Office
- 355 Madison Avenue
- Number 220
- Morristown, NJ 07960
- United States
Wealth Management Consultants (NJ) Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Wealth Management Consultants (NJ) Executive Team (1)
| Name | Title | Board Seat | Contact Info |
|---|---|---|---|
| Thomas Ross Jr. | Founder & President |