Erman Retirement Advisory - Ownership and Business Overview

Financial ServicesCompany

Erman Retirement Advisory Ownership

Who owns Erman Retirement Advisory?

Erman Retirement Advisory is owned by Edelman Financial Engines. It was acquired on December 14, 2022.

Erman Retirement Advisory Business Overview

Where is Erman Retirement Advisory headquartered?

Erman Retirement Advisory is headquartered in Seal Beach, California.

What sector is Erman Retirement Advisory in?

Erman Retirement Advisory is a financial services company.

When was Erman Retirement Advisory founded?

Erman Retirement Advisory was founded in 2000.

Financial Services M&A Summary in 2022

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2022. The largest financial services acquisition in 2022 was Kensington Mortgage - which was acquired by Barclays Bank UK for $3.5B.

Join Mergr to view all 233 acquisitions of financial services companies in 2022, including 25 acquisitions by private equity firms, and 208 by strategics.

Erman Retirement Advisory

Erman Retirement Advisory

3020 Old Ranch Parkway Suite #100,
Seal Beach, California 90740
United States,
(562) 546-6021
www.ermanretirementadvisory.com

Erman Retirement Advisory is a registered investment advisor that provides a comprehensive suite of financial planning and wealth management services. Erman Retirement Advisory was founded in 2000 and is based in Seal Beach, California.


Company Summary

SECTOR

Financial Services

Established

2000

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