Financial & Investment Management Group Overview

  • Founded
  • 1984
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 25
Employees
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1

Financial & Investment Management Group General Information

Description

Provider of wealth management services intended to protect and sustain people's wealth. The company's offerings include providing comprehensive financial planning, advice on saving for education and retirement, active and independent investment management services, etc, thus helping people with the resources they require to support a quality life.

Contact Information

Website
Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Acquirer
Primary Office
  • 111 Cass Street
  • Traverse City, MI 49684
  • United States
+1 (231) 000-0000
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Financial & Investment Management Group Valuation & Funding

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

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Financial & Investment Management Group Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of wealth management services intended to protect and sustain people's wealth. The company's offerings include
Asset Management
Traverse City, MI
25 As of 2018
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Northbrook, IL
00 As of 0000
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Austin, TX
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Financial & Investment Management Group Competitors (8)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Sheridan Road Financial Private Equity-Backed Northbrook, IL 00 000000000000
00000000 000000 00 Corporate Backed or Acquired Austin, TX 000000&0
00000000 00000 & 0 Corporation Norfolk, VA 00 0000000 0000
00000 000000 00000 Corporate Backed or Acquired San Francisco, CA 00 000000&0
0000000 00000 0000 Corporation Austin, TX
You’re viewing 5 of 8 competitors. Get the full list »

Financial & Investment Management Group Executive Team (2)

Name Title Board Seat Contact Info
Paul Sutherland Founder, President and Chief Investment Officer
Matt Bohrer Chief Operating Officer and Chief Compliance Officer
To view Financial & Investment Management Group’s complete executive team members history, request access »

Financial & Investment Management Group Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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