California Investment Annuity Sales Overview

  • Founded
  • 1970
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

California Investment Annuity Sales General Information

Description

Provider of investment advisory services. The company is engaged in providing securities and insurance contracts, retirement planning, pension administration and investment management services.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Asset Management
Primary Office
  • 4640 Admiralty Way
  • Floor 9
  • Marina Del Rey, CA 90292
  • United States
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California Investment Annuity Sales Valuation & Funding

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

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California Investment Annuity Sales Executive Team (1)

Name Title Board Seat Contact Info
Richard Kaplan Chief Executive Officer
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