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The PFE Group

The PFE Group?uq=kzBhZRuG
1996 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of financial advisory services. The company's financial advisory services covers retirement planning, investment advisory, financial education, employee communications, plan design and compliance, enabling corporate clients to manage their employee retirement plans.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Other Financial Services
Primary Office
  • Cordaville Office Building
  • 153 Cordaville Road, Suite 230
  • Southborough, MA 01772
  • United States

+1 (508) 000-0000

The PFE Group Valuation and Funding

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

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The PFE Group Executive Team (1)

Name Title Board
Seat
Contact
Info
Wayne Bogosian Founder, President & Managing Director