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Wealth Management Consultants (NJ)

1998 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
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.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Accounting, Audit and Tax Services (B2B)
Other Industries
Consulting Services (B2B)
Other Financial Services
Primary Office
  • 355 Madison Avenue
  • Number 220
  • Morristown, NJ 07960
  • United States

Wealth Management Consultants (NJ) Valuation and Funding

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

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Wealth Management Consultants (NJ) Executive Team (1)

Name Title Board
Seat
Contact
Info
Thomas Ross Jr. Founder & President