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EconoStrat Advisory

1982 FOUNDED
M&A STATUS
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

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.

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

EconoStrat Advisory Valuation and Funding

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

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EconoStrat Advisory Executive Team (1)

Name Title Board
Seat
Contact
Info
Bob Kennedy Founder and Principal