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Financial & Investment Management Group

Financial & Investment Management Group
1984 FOUNDED
M&A STATUS
21-30 EMPLOYEES
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
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.

Website
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Parent Company
Primary Office
  • 111 Cass Street
  • Traverse City, MI 49684
  • United States

+1 (231) 000-0000

Financial & Investment Management Group Valuation and Funding

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

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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 00000 & 0 Private Equity-Backed Norfolk, VA 0000000 0000
0000 000000 000000 Private Equity-Backed Austin, TX 000000000000
00000000 000000 00 Corporate Backed or Acquired Austin, TX 000000&0
00000 0000000000 0 Private Equity-Backed Portland, OR 000000000000
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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