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Hokanson Associates

Hokanson Associates?uq=3Oe4kK1Z
1987 FOUNDED
M&A STATUS
11-20 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of investment advisory services. The company provides investment advisory, portfolio management, management consulting, wealth management and other services to individual and institutional investors.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Other Capital Markets/Institutions
Acquirer
Aspiriant
Primary Office
  • 201 Lomas Santa Fe Drive
  • Suite 360
  • Solana Beach, CA 92075
  • United States

Hokanson Associates Valuation and Funding

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

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Hokanson Associates Executive Team (3)

Name Title Board
Seat
Contact
Info
Maureen Gaare Chief Compliance Officer & Director, Human Resources
Neil Hokanson Co-Founder & President

1 Former Executive

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