Asset & Retirement Investment Associates Overview

  • Founded
  • 1999

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Asset & Retirement Investment Associates General Information


Provider of investment advisory services. The company provides individualized asset management, custom investment management and retirement services to high net worth clients.

Contact Information

Ownership Status
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Guilford Savings Bank
Primary Office
  • 2614 Boston Post Road
  • Suite 16A
  • Guilford, CT 06437
  • United States

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Asset & Retirement Investment Associates Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Asset & Retirement Investment Associates Executive Team (2)

Name Title Board Seat Contact Info
Colleen Venter Chief Compliance Officer
Deborah Abildsoe Founder and Managing Member
To view Asset & Retirement Investment Associates’s complete executive team members history, request access »