Bick Advisors
1992
FOUNDED
M&A
STATUS
11-20
EMPLOYEES
M&A
LATEST DEAL TYPE
2
FINANCING ROUNDS
Description
Provider of investment advisory and wealth management services intended to create, preserve and maximize wealth with investments, insurance, and estate planning. The company's investment advisory and wealth management services include retirement planning, estate planning, cash and credit management, tax planning, mutual funds, private placements, insurance and estate preservation, enabling client to maximize their wealth.
Website
Formerly Known As
Bick Financial Security
Ownership Status
Acquired/Merged
(Operating Subsidiary)
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Asset Management
Parent Company
IPC Securities
Primary Office
- 241 Wilson Street East
- Ancaster, Ontario L9G 2B8
- Canada
+1 (888) 000-0000
Bick Advisors Valuation and Funding
| Deal Type | Date | Amount | Post-Val | Valuation/ EBITDA |
Debt | Status |
|---|
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Request full access to PitchBookBick Advisors Former Investors
| Investor Name | Investor Type | Holding | Participating Rounds | Investor Since | Board Seat | Contact Info |
|---|
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Request full access to PitchBookBick Advisors Executive Team (4)
| Name | Title | Board Seat |
Contact Info |
|---|---|---|---|
| Bruce Gabel | Partner | ||
| Clarence Bick | Co-Founder | ||
| Leonard Bick | Co-Founder |
1 Former Executive
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