Delfino & Associates (Wealth Management Division) Overview

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Delfino & Associates (Wealth Management Division) General Information

Description

Provider of wealth management services. The company is engaged in providing investment advisory, financial planning and portfolio management services.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Other Financial Services
Acquirer
Bentley Wealth Advisors
Corporate Office
  • 2850 South County Trail
  • East Greenwich, RI 02818
  • United States

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Delfino & Associates (Wealth Management Division) Valuation & Funding

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

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Delfino & Associates (Wealth Management Division) Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Delfino & Associates (Wealth Management Division) FAQs

  • Where is Delfino & Associates (Wealth Management Division) headquartered?

    Delfino & Associates (Wealth Management Division) is headquartered in East Greenwich, RI.

  • What industry is Delfino & Associates (Wealth Management Division) in?

    Delfino & Associates (Wealth Management Division)’s primary industry is Asset Management.

  • Is Delfino & Associates (Wealth Management Division) a private or public company?

    Delfino & Associates (Wealth Management Division) is a Private company.

  • What is Delfino & Associates (Wealth Management Division)’s current revenue?

    The current revenue for Delfino & Associates (Wealth Management Division) is 000000.

  • Who are Delfino & Associates (Wealth Management Division)’s investors?

    Delfino & Associates has invested in Delfino & Associates (Wealth Management Division).

  • When was Delfino & Associates (Wealth Management Division) acquired?

    Delfino & Associates (Wealth Management Division) was acquired on 01-Oct-2011.

  • Who acquired Delfino & Associates (Wealth Management Division)?

    Delfino & Associates (Wealth Management Division) was acquired by Bentley Wealth Advisors.

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