Holt-Smith Advisors Overview
- Year Founded
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1987
- Status
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Acquired/Merged
- Employees
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5
- Latest Deal Type
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M&A
- Financing Rounds
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1
Holt-Smith Advisors General Information
Description
Provider of investment and wealth management services. The company provides services to individuals on retirement plans, corporate retirement plans, pension plans, profit sharing plans and public employee pension plans.
Contact Information
Website
www.hsya.comCorporate Office
- 2810 Crossroads Drive
- Suite 4900
- Madison, WI 53718
- United States
Corporate Office
- 2810 Crossroads Drive
- Suite 4900
- Madison, WI 53718
- United States
Holt-Smith Advisors Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Holt-Smith Advisors Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Holt-Smith Advisors FAQs
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When was Holt-Smith Advisors founded?
Holt-Smith Advisors was founded in 1987.
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Who is the founder of Holt-Smith Advisors?
Kristin Yates and Marilyn Holt-Smith are the founders of Holt-Smith Advisors.
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Where is Holt-Smith Advisors headquartered?
Holt-Smith Advisors is headquartered in Madison, WI.
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What is the size of Holt-Smith Advisors?
Holt-Smith Advisors has 5 total employees.
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What industry is Holt-Smith Advisors in?
Holt-Smith Advisors’s primary industry is Asset Management.
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Is Holt-Smith Advisors a private or public company?
Holt-Smith Advisors is a Private company.
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What is Holt-Smith Advisors’s current revenue?
The current revenue for Holt-Smith Advisors is .
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When was Holt-Smith Advisors acquired?
Holt-Smith Advisors was acquired on 21-Aug-2013.
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Who acquired Holt-Smith Advisors?
Holt-Smith Advisors was acquired by Boston Private Wealth.
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