ERISA Fiduciary Advisors Overview

  • Founded
  • 2005
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1

ERISA Fiduciary Advisors General Information

Description

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
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
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ERISA Fiduciary Advisors Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
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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