Roof Advisory Group Overview

  • Year Founded
  • 1998

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Roof Advisory Group General Information

Description

Provider of financial advisory services in Harrisburg, Pennsylvania. The company is an independent, registered investment advisor and offers investment management and financial planning services to clients ranging from professionals, lawyers, business owners to those retirement-ready or seeking a solid financial plan, delivering objective investment management and financial advice on a fee-only basis.

Contact Information

Website
www.roofadvisory.com
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Corporate Office
  • 507 North Front Street
  • Harrisburg, PA 17101
  • United States
+1 (717) 000-0000
Primary Industry
Asset Management
Other Industries
Other Financial Services
Acquirer
Fort Pitt Capital Group
Corporate Office
  • 507 North Front Street
  • Harrisburg, PA 17101
  • United States
+1 (717) 000-0000

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Roof Advisory Group Valuation & Funding

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

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Roof Advisory Group Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of financial advisory services in Harrisburg, Pennsylvania. The company is an independent, registered investmen
Asset Management
Harrisburg, PA
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00000 000000000 0000
Reston, VA

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00000 0000000000
Overland Park, KS
0000 As of 0000
00.000
000000000 00 00.000
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Roof Advisory Group Competitors (44)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Kcr Wealth Management Corporation Reston, VA
Creative Planning Private Equity-Backed Overland Park, KS 0000 00.000 000000000 00 00.000
Edward Jones Venture Capital-Backed Saint Louis, MO 00000 00000 0000000000 0 00000
Merrill Lynch Corporation New York, NY 00000
Sovereignpensionservices Corporation Palm Harbor, FL
You’re viewing 5 of 44 competitors. Get the full list »

Roof Advisory Group FAQs

  • When was Roof Advisory Group founded?

    Roof Advisory Group was founded in 1998.

  • Who is the founder of Roof Advisory Group?

    Jeffrey Roof is the founder of Roof Advisory Group.

  • Where is Roof Advisory Group headquartered?

    Roof Advisory Group is headquartered in Harrisburg, PA.

  • What industry is Roof Advisory Group in?

    Roof Advisory Group’s primary industry is Asset Management.

  • Is Roof Advisory Group a private or public company?

    Roof Advisory Group is a Private company.

  • What is Roof Advisory Group’s current revenue?

    The current revenue for Roof Advisory Group is 000000.

  • Who are Roof Advisory Group’s competitors?

    Kcr Wealth Management, Creative Planning, Edward Jones, Merrill Lynch, and Sovereignpensionservices are some of the 44 competitors of Roof Advisory Group.

  • When was Roof Advisory Group acquired?

    Roof Advisory Group was acquired on 01-Oct-2019.

  • Who acquired Roof Advisory Group?

    Roof Advisory Group was acquired by Fort Pitt Capital Group.

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