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ERISA Fiduciary Advisors

ERISA Fiduciary Advisors
2005 FOUNDED
M&A STATUS
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

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

Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Primary Industry
Consulting Services (B2B)
Other Industries
Asset Management
Acquirer
Primary Office
  • 1160 Birchwood Road
  • Weston, FL 33327
  • United States

+1 (954) 000-0000

ERISA Fiduciary Advisors Valuation and Funding

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

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ERISA Fiduciary Advisors Executive Team (1)

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