Provider of investment management services in Washington, United States. The company's services include advisory service to clients for gifting, providing for charities and mortgages, and changing tax codes, enabling individuals, families, corporations, and charitable organizations avail suitable and desired financial services.
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
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Request a free trialName | Title | Board Seat | Contact Info |
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George de Garmo | Co-Founder | ||
Michael Kelleher | Co-Founder |