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Wagner Investment Management

Wagner Investment Management?uq=UG6efJS6
1975 FOUNDED
M&A STATUS
11-20 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of investment management services. The company offers investment management, trust administration and estate settlement services for high-net-worth individuals, families, foundations and non-profit organizations.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Acquirer
Primary Office
  • 3200 East Cherry Creek South Drive
  • Suite 240
  • Denver, CO 80209
  • United States

Wagner Investment Management Valuation and Funding

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

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Wagner Investment Management Executive Team (1)

Name Title Board
Seat
Contact
Info
Judith Wagner Founder, President & Chief Executive Officer