EconoStrat Advisory Overview

  • Founded
  • 1982
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1

EconoStrat Advisory General Information


Provider of financial planning and investment management services. The company offers investment advisory, asset allocation, income taxation, cash flow planning, retirement planning, risk management and estate planning services.

Contact Information

Ownership Status
Financing Status
Formerly PE-Backed
Primary Industry
Specialized Finance
Other Industries
Other Financial Services
Consulting Services (B2B)
Primary Office
  • 300 East Long Lake Road
  • Suite 275
  • Bloomfield Hills, MI 48304
  • United States
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EconoStrat Advisory Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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EconoStrat Advisory Executive Team (1)

Name Title Board Seat Contact Info
Bob Kennedy Founder and Principal
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