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Capital Securities of America

Capital Securities of America
1994 FOUNDED
M&A STATUS
61-70 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provide retail securities brokerage and financial advisory services. The company's retail securities brokerage and financial advisory services offers pilot plus, compass advisory program, atlas focus, master program, fundsource, portfolio strategy, financial planning, retirement planning services and provides strategic recommendations and services enabling financial representatives to manage their investment and asset portfolios.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Brokerage
Primary Office
  • 150 Grand Trunk Avenue
  • Hartville, OH 44632
  • United States

Capital Securities of America Valuation and Funding

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

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