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Select Financial Group

1992 FOUNDED
M&A STATUS
1-10 EMPLOYEES
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of wealth and financial planning services. The company provides integrated, comprehensive, customized and systematic wealth and financial planning services which are free of conflicts of interest arising from a firm's proprietary products regarding estate, tax and succession planning and wealth management.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Consulting Services (B2B)
Primary Office
  • 912 Washington Avenue
  • Carnegie, PA 15106
  • United States

+1 (412) 000-0000

Select Financial Group Valuation and Funding

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

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Select Financial Group Executive Team (3)

Name Title Board
Seat
Contact
Info
Jack Abriola Managing Director & Founder
Diana Abriola-Hallas Wealth Manager
K. Hanna Wealth Manager