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Retirement Advisors of America

Retirement Advisors of America?uq=oeHSfu7P
1991 FOUNDED
M&A STATUS
11-20 EMPLOYEES
Repurchase LATEST DEAL TYPE
5 FINANCING ROUNDS
2 INVESTMENTS
Description

Provider of investment advisory services intended to serve commercial airline pilots and their families with their financial planning needs. The company's investment advisory services offers personal file 401(k) professional management, retirement planning, investment management, estate planning, survivor assistance, insurance guidance, Medicare consulting, long-term care insurance consulting and tax services to airline employees and their families enabling them to plan their retirement and financial necessities.

Website
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Other Financial Services
Parent Company
PHH Investments
Primary Office
  • 15725 Dallas Parkway
  • Suite 220
  • Addison, TX 75001
  • United States

+1 (800) 000-0000

Retirement Advisors of America Valuation and Funding

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

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Retirement Advisors of America Investments & Acquisitions (2)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000000 000000000 24-Oct-2017 0000000000 Other Financial Services 0000 0000000
Advisor Financial Services 13-Apr-2016 Merger/Acquisition Consulting Services (B2B)
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Retirement Advisors of America Former Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Retirement Advisors of America Executive Team (8)

Name Title Board
Seat
Contact
Info
John Bentley President, Co-Founder & Chief Executive Officer
Jeffrey Baumert Chief Operating Officer & Senior Vice President
Gary Krasnov Chief Compliance Officer
Jeremy Merchant Chief Investment Officer & Senior Vice President
Josh Spiegel Chief Financial Officer
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Retirement Advisors of America Board Members (2)

Name Representing Role Since Contact
Info
000000 0000000 Retirement Advisors of America Co-Founder & Chairman 000 0000
0000000 000000 Retirement Advisors of America Chairman of Investment Policy Committee 000 0000