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
Acquirer
Bentley Wealth Advisors
Primary 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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