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Comprehensive Investment Solutions

2001 FOUNDED
M&A STATUS
11-20 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of investment advisory services. The company is engaged in providing financial planning, portfolio management, financial advisory and related services to individuals and small business owners.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Primary Office
  • 1002 Floral Vale Boulevard
  • Morrisville, PA 19067
  • United States

+1 (215) 000-0000

Comprehensive Investment Solutions Valuation and Funding

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

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Comprehensive Investment Solutions Executive Team (3)

Name Title Board
Seat
Contact
Info
P. Castellon Chief Executive Officer
Kathy Olivari Operations Associate
Thomas Alvaré Founder, Chief Compliance Officer & President