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Stoker Ostler Wealth Advisors

Stoker Ostler Wealth Advisors
1997 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of financial consultancy services. The company provides financial planning, retirement planning, tax planning, and estate planning services. It primarily provides its services to high net worth individuals. It also provides its services to individuals, corporations and other businesses, and charitable organizations.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Asset Management
Parent Company
Primary Office
  • 4900 North Scottsdale Road
  • Suite 2600
  • Scottsdale, AZ 85251
  • United States

+1 (801) 000-0000

Stoker Ostler Wealth Advisors Valuation and Funding

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

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Stoker Ostler Wealth Advisors Executive Team (5)

Name Title Board
Seat
Contact
Info
Michael Halls Chief Financial Officer & Senior Portfolio Manager
Michelle Decker Chief Operating Officer & Senior Portfolio Manager
Philip Stoker Managing Director & Co-Founder
Michael Bolar Chief Investment Officer & Senior Portfolio Manager
Creg Ostler Co-Founder