Hokanson Associates
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.
Website
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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Request full access to PitchBookHokanson 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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