Stoker Ostler Wealth Advisors Overview
- Founded
- 1997
- Status
- Acquired/Merged
- Latest Deal Type
- M&A
- Financing Rounds
- 1
Stoker Ostler Wealth Advisors General Information
Description
Provider of financial consultancy services. The company provides financial planning, retirement planning, tax planning, and estate planning services. It primarily provides its services to high net worth individuals. It also provides its services to individuals, corporations and other businesses, and charitable organizations.
Contact Information
Website
www.stokerostler.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Asset Management
Parent Company
Primary Office
- 4900 North Scottsdale Road
- Suite 2600
- Scottsdale, AZ 85251
- United States
+1 (801) 000-0000
Stoker Ostler Wealth Advisors Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
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