Asset & Retirement Investment Associates Overview

  • Founded
  • 1999
Founded
  • 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

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
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Asset & Retirement Investment Associates Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
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
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