David Lee Financial Overview
- Year Founded
-
1985
- Status
-
Acquired/Merged
- Latest Deal Type
-
M&A
- Financing Rounds
-
1
David Lee Financial General Information
Description
Provider of investment advisory services. The company offers securities, portfolio and advisory services.
Contact Information
Website
www.davidleefinancial.comOwnership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Corporate Office
- 5050 Poplar Avenue
- Suite 1522
- Memphis, TN 38157
- United States
Primary Industry
Other Financial Services
Acquirer
Corporate Office
- 5050 Poplar Avenue
- Suite 1522
- Memphis, TN 38157
- United States
David Lee Financial Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
David Lee Financial FAQs
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When was David Lee Financial founded?
David Lee Financial was founded in 1985.
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Where is David Lee Financial headquartered?
David Lee Financial is headquartered in Memphis, TN.
-
What industry is David Lee Financial in?
David Lee Financial’s primary industry is Other Financial Services.
-
Is David Lee Financial a private or public company?
David Lee Financial is a Private company.
-
What is David Lee Financial’s current revenue?
The current revenue for David Lee Financial is .
-
When was David Lee Financial acquired?
David Lee Financial was acquired on 01-Jul-2015.
-
Who acquired David Lee Financial?
David Lee Financial was acquired by Summit Wealth Group.
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