Beacon Hill Investment Advisory Overview

  • Founded
  • 2008
Founded
  • Status
  • Private
  • Latest Deal Type
  • PE Growth
  • Financing Rounds
  • 1
  • Investments
  • 1

Beacon Hill Investment Advisory General Information

Description

Operator of a boutique investment management firm. The company offers retirement planning, financial and investment management schemes through its fiduciary services, cost reduction, superior fund line-up as well as open architecture and increased employee education enabling clients to fill insurance gaps, finances needs, reduce taxes, and streamline their business.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Primary Office
  • 5500 Frantz Road
  • Suite 153
  • Dublin, OH 43017
  • United States
+1 (614) 000-0000
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Beacon Hill Investment Advisory Valuation & Funding

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

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Beacon Hill Investment Advisory Executive Team (3)

Name Title Board Seat Contact Info
Mark Fissel Partner & Co-Founder
Clint Edgington Co-Founder & Principal and Partner
William Shorthill Advisor
To view Beacon Hill Investment Advisory’s complete executive team members history, request access »

Beacon Hill Investment Advisory Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0.0. 000000000 & 0 20-Jun-2012 000000000000000000 Consulting Services (B2B) 0000 000000
To view Beacon Hill Investment Advisory’s complete acquisitions history, request access »