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California Investment Annuity Sales

1970 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

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

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

California Investment Annuity Sales Valuation and Funding

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

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California Investment Annuity Sales Executive Team (1)

Name Title Board
Seat
Contact
Info
Richard Kaplan Chief Executive Officer