Zerke Advisors
1998
FOUNDED
M&A
STATUS
M&A
LATEST DEAL TYPE
1
FINANCING ROUNDS
Description
Provider of investment advisory services. The company offers ethical, evidence based investment advisory, wealth management and retirement planning services.
Website
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Acquirer
Buckingham Asset Management
Primary Office
- 440 Louisiana Street
- Suite 900
- Houston, TX 77002
- United States
Zerke Advisors Valuation and Funding
| Deal Type | Date | Amount | Post-Val | Valuation/ EBITDA |
Debt | Status |
|---|
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