Mandichak Investment Retirement & Estate Planning Overview

  • Year Founded
  • 2001

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Mandichak Investment Retirement & Estate Planning General Information

Description

Provider of financial planner intended to take care of client and client's family. The company services include 401k planning, disability Income Insurance, money management, retirement plans, life Insurance ands other related services.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Corporate Office
  • 30131 Town Center Drive
  • Suite 100
  • Laguna Niguel, CA 92677
  • United States
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Acquirer
Trilogy Financial Services
Corporate Office
  • 30131 Town Center Drive
  • Suite 100
  • Laguna Niguel, CA 92677
  • United States

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Mandichak Investment Retirement & Estate Planning Valuation & Funding

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

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Mandichak Investment Retirement & Estate Planning FAQs

  • When was Mandichak Investment Retirement & Estate Planning founded?

    Mandichak Investment Retirement & Estate Planning was founded in 2001.

  • Where is Mandichak Investment Retirement & Estate Planning headquartered?

    Mandichak Investment Retirement & Estate Planning is headquartered in Laguna Niguel, CA.

  • What industry is Mandichak Investment Retirement & Estate Planning in?

    Mandichak Investment Retirement & Estate Planning’s primary industry is Consulting Services (B2B).

  • Is Mandichak Investment Retirement & Estate Planning a private or public company?

    Mandichak Investment Retirement & Estate Planning is a Private company.

  • What is Mandichak Investment Retirement & Estate Planning’s current revenue?

    The current revenue for Mandichak Investment Retirement & Estate Planning is .

  • When was Mandichak Investment Retirement & Estate Planning acquired?

    Mandichak Investment Retirement & Estate Planning was acquired on 19-Aug-2022.

  • Who acquired Mandichak Investment Retirement & Estate Planning?

    Mandichak Investment Retirement & Estate Planning was acquired by Trilogy Financial Services.

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