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Barnes Investment Advisory

1989 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of wealth management services. The company's wealth management services include investment management, investment advisory and financial planning services, enabling clients to manage their assets.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Acquirer
Versant Capital Management
Primary Office
  • 7250 North 16th Street
  • Suite 412
  • Phoenix, AZ 85020
  • United States

Barnes Investment Advisory Valuation and Funding

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

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Barnes Investment Advisory Executive Team (2)

Name Title Board
Seat
Contact
Info
Kathie Barnes Co-Founder & President
Stephen Barnes Co-Founder & Chief Investment Officer