HFI Wealth Management
2002
FOUNDED
M&A
STATUS
M&A
LATEST DEAL TYPE
1
FINANCING ROUNDS
Description
Provider of insurance and financial services in New York. The company's services include wealth and financial planning for retirement, estate, and education plans, risk management, tax planning and investment management.
Website
Formerly Known As
Hoxton Financial
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Other Financial Services
Other Capital Markets/Institutions
Primary Office
- 8530 Shepherdstown Pike
- Post Office Box E
- Shepherdstown, WV 25443
- United States
HFI Wealth Management Valuation and Funding
| Deal Type | Date | Amount | Post-Val | Valuation/ EBITDA |
Debt | Status |
|---|
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