ERISA Fiduciary Advisors Overview

  • Founded
  • 2005

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

ERISA Fiduciary Advisors General Information


Provider of investment advisory services. The company provides independent investment advisory, retirement plan consulting and wealth management services in the United States.

Contact Information

Ownership Status
Financing Status
Private Equity-Backed
Primary Industry
Consulting Services (B2B)
Other Industries
Asset Management
Primary Office
  • 1160 Birchwood Road
  • Weston, FL 33327
  • United States
+1 (954) 000-0000

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ERISA Fiduciary Advisors Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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ERISA Fiduciary Advisors Executive Team (1)

Name Title Board Seat Contact Info
Thomas Bastin JD President & General Counsel
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