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
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
---|
Name | Title | Board Seat | Contact Info |
---|---|---|---|
Colleen Venter | Chief Compliance Officer | ||
Deborah Abildsoe | Founder and Managing Member |