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McGill Advisors

McGill Advisors?uq=UG6efJS6
1999 FOUNDED
M&A STATUS
11-20 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of investment advisory services intended to maximize the net worth. The company offer a complimentary analysis of your current investments to identify strengths, weaknesses, and inefficiencies in the design and implementation of the portfolio, and provides value-added financial planning strategies which include tax-favored Roth IRA conversions, health savings account investing, and family education investing to dental professionals, enabling them to implement successful investment strategies and navigate the complex investment decisions required to achieve and maintain financial independence.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Consulting Services (B2B)
Parent Company
Brightworth
Primary Office
  • 8816 Red Oak Boulevard
  • Suite 260
  • Charlotte, NC 28217
  • United States

+1 (866) 000-0000

McGill Advisors Valuation and Funding

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

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McGill Advisors Executive Team (2)

Name Title Board
Seat
Contact
Info
Robert Sytz Jr. Co-Founder, President & Chief Executive Officer
John McGill Co-Founder