Trumark Insurance & Financial Services Overview

  • Founded
  • 2000
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1

Trumark Insurance & Financial Services General Information

Description

Provider of wealth management services to advisers and high net-worth clients. The company engages in designing and execution of client strategies for the accumulation, protection, and efficient transfer of wealth.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Insurance Brokers
Other Industries
Asset Management
Primary Office
  • 6685 Owens Drive
  • Pleasanton, CA 94588
  • United States
+1 (925) 000-0000
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Trumark Insurance & Financial Services Valuation & Funding

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

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Trumark Insurance & Financial Services Executive Team (7)

Name Title Board Seat Contact Info
Thomas Bellig JD Principal
Timothy Bellig Principal
Nicki Garrett Case Manager
Jon Allen Vice President
You’re viewing 4 of 7 executive team members. Get the full list »