Orizon Investment Counsel (Wealth Management Division) Overview

  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Orizon Investment Counsel (Wealth Management Division) General Information

Description

Provider of investment advice. The company has about $300 million in assets under management in 1,225 accounts.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Acquirer
Mariner Wealth Advisors
Primary Office
  • 16924 Frances Street
  • Suite 200
  • Omaha, NE 68130
  • United States
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Orizon Investment Counsel (Wealth Management Division) Valuation & Funding

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

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Orizon Investment Counsel (Wealth Management Division) Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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