E.F. Heagan & Associates Overview

  • Year Founded
  • 1987

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

E.F. Heagan & Associates General Information

Description

Provider of personal financial services based out of California, United States. The company offers services such as wealth management, financial planning and business planning strategies, thereby enabling its clients to be provided with guidance in order to meet their financial goals.

Contact Information

Website
www.efheagen.com
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Corporate Office
  • 30448 Rancho Viejo Road
  • Suite 170
  • San Juan Capistrano, CA 92675
  • United States
Primary Industry
Other Financial Services
Acquirer
Trilogy Financial Services
Corporate Office
  • 30448 Rancho Viejo Road
  • Suite 170
  • San Juan Capistrano, CA 92675
  • United States

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E.F. Heagan & Associates Valuation & Funding

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

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E.F. Heagan & Associates Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of personal financial services based out of California, United States. The company offers services such as weal
Other Financial Services
San Juan Capistrano, CA

Irvine, CA
 

Omaha, NE
 
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E.F. Heagan & Associates Competitors (23)

One of E.F. Heagan & Associates’s 23 competitors is Trilogy Financial Services, a Private Equity-Backed company based in Irvine, CA.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Trilogy Financial Services Private Equity-Backed Irvine, CA
Carson Group Private Equity-Backed Omaha, NE
Beacon Pointe Advisors Private Equity-Backed Newport Beach, CA
CAPTRUST Financial Advisors Private Equity-Backed Raleigh, NC
Hightower Advisors Private Equity-Backed Chicago, IL
You’re viewing 5 of 23 competitors. Get the full list »

E.F. Heagan & Associates FAQs

  • When was E.F. Heagan & Associates founded?

    E.F. Heagan & Associates was founded in 1987.

  • Where is E.F. Heagan & Associates headquartered?

    E.F. Heagan & Associates is headquartered in San Juan Capistrano, CA.

  • What industry is E.F. Heagan & Associates in?

    E.F. Heagan & Associates’s primary industry is Other Financial Services.

  • Is E.F. Heagan & Associates a private or public company?

    E.F. Heagan & Associates is a Private company.

  • What is E.F. Heagan & Associates’s current revenue?

    The current revenue for E.F. Heagan & Associates is .

  • Who are E.F. Heagan & Associates’s competitors?

    Trilogy Financial Services, Carson Group, Beacon Pointe Advisors, CAPTRUST Financial Advisors, and Hightower Advisors are some of the 23 competitors of E.F. Heagan & Associates.

  • When was E.F. Heagan & Associates acquired?

    E.F. Heagan & Associates was acquired on 19-Aug-2022.

  • Who acquired E.F. Heagan & Associates?

    E.F. Heagan & Associates was acquired by Trilogy Financial Services.

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