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Ballou Plum Wealth Advisors

Ballou Plum Wealth Advisors
1998 FOUNDED
M&A STATUS
1-10 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of wealth advisory services. The company wealth management, financial planning, investment management and estate planning and consultancy services.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Parent Company
Primary Office
  • 250 Lafayette Circle
  • Suite 203
  • Lafayette, CA 94549
  • United States

+1 (925) 000-0000

Ballou Plum Wealth Advisors Valuation and Funding

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

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Ballou Plum Wealth Advisors Executive Team (3)

Name Title Board
Seat
Contact
Info
Lynn Ballou Co-Founder & Managing Partner
Sid Ean Chief Investment Officer
Marilyn Plum Co-Founder & Director of Portfolio Management