Kincaid Financial Advisors Overview

  • Year Founded
  • 1981

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Kincaid Financial Advisors General Information

Description

Provider financial advisory services catering to individuals. The company provides legal, taxes, risk management, family services, mutual funds, retirement planning, real estate and insurance services, thereby assisting the clients in every aspect of their financial lives and decision.

Contact Information

Website
www.kincaidfinancial.com
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Corporate Office
  • 6486 Highway 179
  • Suite 111
  • Sedona, AZ 86351
  • United States
Primary Industry
Asset Management
Other Industries
Consulting Services (B2B)
Acquirer
Wilde Wealth Management Group
Corporate Office
  • 6486 Highway 179
  • Suite 111
  • Sedona, AZ 86351
  • United States

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Kincaid Financial Advisors Valuation & Funding

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

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Kincaid Financial Advisors FAQs

  • When was Kincaid Financial Advisors founded?

    Kincaid Financial Advisors was founded in 1981.

  • Where is Kincaid Financial Advisors headquartered?

    Kincaid Financial Advisors is headquartered in Sedona, AZ.

  • What industry is Kincaid Financial Advisors in?

    Kincaid Financial Advisors’s primary industry is Asset Management.

  • Is Kincaid Financial Advisors a private or public company?

    Kincaid Financial Advisors is a Private company.

  • What is Kincaid Financial Advisors’s current revenue?

    The current revenue for Kincaid Financial Advisors is .

  • When was Kincaid Financial Advisors acquired?

    Kincaid Financial Advisors was acquired on 04-Oct-2022.

  • Who acquired Kincaid Financial Advisors?

    Kincaid Financial Advisors was acquired by Wilde Wealth Management Group.

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