Description
Operator of an independent wealth management firm. The company offers investment management, advisory and financial planning services to financial advisors and their clients.
Contact Information
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
---|
Name | Title | Board Seat | Contact Info |
---|---|---|---|
Michael Ball | Founder, President and Lead Portfolio Manager | ||
Ann Zemann | Chief Compliance Officer |