Asset & Retirement Investment Associates Overview
- Founded
-
1999
- Status
-
Acquired/Merged
- Latest Deal Type
-
M&A
- Financing Rounds
-
1
Asset & Retirement Investment Associates General Information
Description
Provider of investment advisory services. The company provides individualized asset management, custom investment management and retirement services to high net worth clients.
Contact Information
Website
www.ariainvest.com
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Acquirer
Guilford Savings Bank
Primary Office
- 2614 Boston Post Road
- Suite 16A
- Guilford, CT 06437
- United States
Asset & Retirement Investment Associates Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Asset & Retirement Investment Associates Executive Team (2)
| Name | Title | Board Seat | Contact Info |
|---|---|---|---|
| Colleen Venter | Chief Compliance Officer | ||
| Deborah Abildsoe | Founder and Managing Member |