Ballou Plum Wealth Advisors Overview
- Year Founded
-
1998
- Status
-
Acquired/Merged
- Employees
-
7
- Latest Deal Type
-
M&A
- Financing Rounds
-
1
Ballou Plum Wealth Advisors General Information
Description
Provider of wealth advisory services. The company wealth management, financial planning, investment management and estate planning and consultancy services.
Contact Information
Website
www.ballouplum.comCorporate Office
- 250 Lafayette Circle
- Suite 203
- Lafayette, CA 94549
- United States
Corporate Office
- 250 Lafayette Circle
- Suite 203
- Lafayette, CA 94549
- United States
Ballou Plum Wealth Advisors Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Ballou Plum Wealth Advisors Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
15.0K
Majestic Referring Domains
314
Ballou Plum Wealth Advisors FAQs
-
When was Ballou Plum Wealth Advisors founded?
Ballou Plum Wealth Advisors was founded in 1998.
-
Who is the founder of Ballou Plum Wealth Advisors?
Lynn Ballou and Marilyn Plum are the founders of Ballou Plum Wealth Advisors.
-
Where is Ballou Plum Wealth Advisors headquartered?
Ballou Plum Wealth Advisors is headquartered in Lafayette, CA.
-
What is the size of Ballou Plum Wealth Advisors?
Ballou Plum Wealth Advisors has 7 total employees.
-
What industry is Ballou Plum Wealth Advisors in?
Ballou Plum Wealth Advisors’s primary industry is Consulting Services (B2B).
-
Is Ballou Plum Wealth Advisors a private or public company?
Ballou Plum Wealth Advisors is a Private company.
-
What is Ballou Plum Wealth Advisors’s current revenue?
The current revenue for Ballou Plum Wealth Advisors is 000000.
-
When was Ballou Plum Wealth Advisors acquired?
Ballou Plum Wealth Advisors was acquired on 20-Jan-2016.
-
Who acquired Ballou Plum Wealth Advisors?
Ballou Plum Wealth Advisors was acquired by EP Wealth Advisors.
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 »
