Mintz Levin Financial Advisors Overview
- Founded
-
1998
- Status
-
Acquired/Merged
- Latest Deal Type
-
Buyout/LBO
- Financing Rounds
-
1
Mintz Levin Financial Advisors General Information
Description
Provider of personal financial planning and investment advisory services. The company offers retirement and estate planning, education funding, investment planning, cash/debt management, tax counseling, stock option planning, risk management, special needs funding and investment advisory services to individuals and families.
Contact Information
Website
www.mintzlevinfinancial.com
Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Acquirer
Primary Office
- One Financial Center
- Boston, MA 02111
- United States
+1 (617) 000-0000
Mintz Levin Financial Advisors Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Mintz Levin Financial Advisors Executive Team (3)
| Name | Title | Board Seat | Contact Info |
|---|---|---|---|
| Matthew Galica JD | Associate |
Mintz Levin Financial Advisors Former Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|