Montoya and Associates Overview

  • Year Founded
  • 1989

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Montoya and Associates General Information

Description

Provider of financial services intended to help client secure their financial future. The company's assist clients in setting up customized benefits plans, retirement plans, help individuals, families, and businesses find insurance coverages including life, health, and casualty, estate planning, social security, wealth management, and consulting services, enabling clients to achieve business and financial goals and minimize financial risks.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Other Industries
Other Insurance
Corporate Office
  • 4233 Pablo Professional Court
  • Suite 201
  • Jacksonville, FL 32224
  • United States

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Montoya and Associates Valuation & Funding

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

This information is available in the PitchBook Platform. To explore Montoya and Associates‘s full profile, request access.

Request a free trial

Montoya and Associates FAQs

  • When was Montoya and Associates founded?

    Montoya and Associates was founded in 1989.

  • Who is the founder of Montoya and Associates?

    H. Montoya is the founder of Montoya and Associates.

  • Where is Montoya and Associates headquartered?

    Montoya and Associates is headquartered in Jacksonville, FL.

  • What industry is Montoya and Associates in?

    Montoya and Associates’s primary industry is Other Financial Services.

  • Is Montoya and Associates a private or public company?

    Montoya and Associates is a Private company.

  • What is Montoya and Associates’s current revenue?

    The current revenue for Montoya and Associates is 000000.

  • When was Montoya and Associates acquired?

    Montoya and Associates was acquired on 01-Aug-2018.

  • Who acquired Montoya and Associates?

    Montoya and Associates was acquired by Baldwin Krystyn Sherman Partners.

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read blog »
  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process »