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Calfee Financial Advisors

Calfee Financial Advisors?uq=U5Zpp9ZJ
1991 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of wealth management and financial planning services. The company's wealth management and financial planning services are offered in the form of tailored plans through its team of experienced employees by conducting comprehensive studies of current compensation and benefits packages for competitive analysis and market comparison based on current needs and projected future requirements.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Other Financial Services
Parent Company
Primary Office
  • 16930 Knolls Way
  • Bainbridge, OH 44023
  • United States

+1 (216) 000-0000

Calfee Financial Advisors Valuation and Funding

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

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Calfee Financial Advisors Executive Team (1)

Name Title Board
Seat
Contact
Info
Peter Calfee Founder & President