Informed Family - M&A Summary and Business Overview

Financial ServicesCompany

Informed Family M&A Summary

Informed Family has acquired 1 company, including 1 in the last 5 years.

Informed Family has acquired in 1 US state. The Company’s most targeted sectors include business services (100%).

Informed Family Business Overview

Where is Informed Family headquartered?

Informed Family is headquartered in Norristown, Pennsylvania.

What sector is Informed Family in?

Informed Family is a financial services company.

When was Informed Family founded?

Informed Family was founded in 2001.

M&A Summary

M&A Total Activity1
- M&A Buy Activity1
Total Sectors Invested 1
Total Countries Invested 1

Informed Family

Informed Family Financial Services, Inc.

2570 Boulevard of the Generals, Suite 223,
Norristown, Pennsylvania 19403
United States,
(610) 630-4495
www.informedfamily.com

Informed Family is a financial planning and wealth management firm with offices in Norristown and Pottstown. Informed Family was founded in 2001 and is based in Norristown, Pennsylvania.

M&A Summary

Buy vs Sell

Year		≤ '19	'20	'21	'22	'23	'24	T
Buy (0.2/yr)	#	-	-	-	1	-	-	1
Sell (0.0/yr)	#	-	-	-	-	-	-	0
								1

Most Recent M&A

Company	Date	Value	Type
Strategic Wealth Advisory LLC	2022-07-12	-	Add-on Acquisition
Birdsboro, Pennsylvania · www.strategicwealthadvisory.net
View All >>

M&A by Sector

Sector		Buy #	Value	Sell #	Value
Business Services		1 (100%)	-	-	-
Total		1	-	-	-

By Geo

State/Country		Buy	Value	Sell	Value
United States		1	-	-	-
	Pennsylvania	1	-	-	-
Total		1	-	-	-

Company Summary

SECTOR

Financial Services

Established

2001

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Informed Family - M&A Summary and Business Overview

Financial ServicesCompany