Tamalpais Wealth Advisors Overview

  • Year Founded
  • 2005

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Tamalpais Wealth Advisors General Information

Description

Provider of investment management services. The company provides investment planning, wealth management, portfolio management, investment advisory and risk assessment services.

Contact Information

Website
www.tamwealthadvisors.com
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Corporate Office
  • 630 Las Gallinas Avenue
  • 2nd Floor
  • San Rafael, CA 94903
  • United States
Primary Industry
Asset Management
Acquirer
CSI Capital Management
Corporate Office
  • 630 Las Gallinas Avenue
  • 2nd Floor
  • San Rafael, CA 94903
  • United States

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Tamalpais Wealth Advisors Valuation & Funding

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

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Tamalpais Wealth Advisors Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Tamalpais Wealth Advisors FAQs

  • When was Tamalpais Wealth Advisors founded?

    Tamalpais Wealth Advisors was founded in 2005.

  • Where is Tamalpais Wealth Advisors headquartered?

    Tamalpais Wealth Advisors is headquartered in San Rafael, CA.

  • What industry is Tamalpais Wealth Advisors in?

    Tamalpais Wealth Advisors’s primary industry is Asset Management.

  • Is Tamalpais Wealth Advisors a private or public company?

    Tamalpais Wealth Advisors is a Private company.

  • What is Tamalpais Wealth Advisors’s current revenue?

    The current revenue for Tamalpais Wealth Advisors is 000000.

  • Who are Tamalpais Wealth Advisors’s investors?

    Tamalpais Bancorp has invested in Tamalpais Wealth Advisors.

  • When was Tamalpais Wealth Advisors acquired?

    Tamalpais Wealth Advisors was acquired on 16-Feb-2010.

  • Who acquired Tamalpais Wealth Advisors?

    Tamalpais Wealth Advisors was acquired by CSI Capital Management.

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