Profile Previews

Get a glimpse into our company and investor data—powered by the PitchBook Platform

Independent Financial Partners

Independent Financial Partners?uq=x1rNslWr
2000 FOUNDED
M&A STATUS
401-500 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of financial advisory services. The company provides asset management, retirement planning, financial consulting, asset allocation, investment advisory, and plan management services.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Parent Company
Private Wealth Alliance
Primary Office
  • 3030 North Rocky Point Drive West
  • Suite 700
  • Tampa, FL 33607
  • United States

+1 (813) 000-0000

Independent Financial Partners Valuation and Funding

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

This information is reserved for PitchBook Platform users. To explore Independent Financial Partners‘s full profile, request access.

Request full access to PitchBook

Independent Financial Partners Executive Team (4)

Name Title Board
Seat
Contact
Info
William Hamm Jr. Founder & Chief Executive Officer
John Whisenant Chief Compliance Officer
Aaron Gilman Chief Investment Officer
Dan Overbey Managing Director