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Dunham & Deitel Wealth Management Group

2016 FOUNDED
M&A STATUS
1-10 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of wealth management services. The company offers financial planning services and serves clients including retail investors, high-net-worth families and individuals, primarily in Tennessee's tri-cities region of Johnson City, Kingsport and Bristol.

Website
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Specialized Finance
Parent Company
Primary Office
  • 300 Browns Mill Road
  • Suite 110
  • Johnson City, TN 37604
  • United States

Dunham & Deitel Wealth Management Group Valuation and Funding

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

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Dunham & Deitel Wealth Management Group Executive Team (2)

Name Title Board
Seat
Contact
Info
Barbara Deitel Co-Founder, Managing Partner & Senior Advisor
Bill Dunham Managing Partner, Senior Advisor & Co-Founder