Collins Investment Group Overview

  • Year Founded
  • 2009

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 8

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 2

Collins Investment Group General Information

Description

Provider of investment assistance and financial services intended to build life-long investment relationships on a foundation of trust and client satisfaction. The company's services include tax documentation, asset-allocation advice, order confirmation and processing, equity investment assistance, retirement planning, estate investment planning, lending services, fee-based management, and other financial services.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Corporate Office
  • 6901 Rockledge Drive
  • Suite 730
  • Bethesda, MD 20817
  • United States
+1 (301)
Primary Industry
Asset Management
Other Industries
Other Financial Services
Parent Company
XML Financial Group
Corporate Office
  • 6901 Rockledge Drive
  • Suite 730
  • Bethesda, MD 20817
  • United States
+1 (301)

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Collins Investment Group Valuation & Funding

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

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Collins Investment Group Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Collins Investment Group FAQs

  • When was Collins Investment Group founded?

    Collins Investment Group was founded in 2009.

  • Where is Collins Investment Group headquartered?

    Collins Investment Group is headquartered in Bethesda, MD.

  • What is the size of Collins Investment Group?

    Collins Investment Group has 8 total employees.

  • What industry is Collins Investment Group in?

    Collins Investment Group’s primary industry is Asset Management.

  • Is Collins Investment Group a private or public company?

    Collins Investment Group is a Private company.

  • What is Collins Investment Group’s current revenue?

    The current revenue for Collins Investment Group is .

  • When was Collins Investment Group acquired?

    Collins Investment Group was acquired on 01-Sep-2021.

  • Who acquired Collins Investment Group?

    Collins Investment Group was acquired by XML Financial Group.

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