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Spectrum Financial Group

Spectrum Financial Group
1901 FOUNDED
M&A STATUS
Merger of Eq. LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of financial advisory services. The company provides customized programs designed to plan financial strategies, risk management, investment management and business solutions for individuals and corporate.

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
  • 13455 Noel Road
  • 20th Floor
  • Addison, TX 75001
  • United States

Spectrum Financial Group Valuation and Funding

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

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Spectrum Financial Group Executive Team (3)

Name Title Board
Seat
Contact
Info
Deanie Neece Managing Partner
Patrick Thuecks Managing Partner
Dan Lengyel Managing Partner & Registered Principal