Collins Investment Group Overview

  • Founded
  • 2009
Founded
  • Status
  • Private
  • Latest Deal Type
  • Corporate
  • Financing Rounds
  • 1

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
Privately Held (backing)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Other Financial Services
Primary Office
  • One Democracy Center
  • 6901 Rockledge Drive, Suite 730
  • Bethesda, MD 20817
  • United States
+1 (301) 000-0000
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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 Executive Team (3)

Name Title Board Seat Contact Info
Robert Collins Managing Director, Chief Executive Officer & PIM Portfolio Manager
Kristian Price Chief Operating Officer
You’re viewing 2 of 3 executive team members. Get the full list »