Doyle Wealth Management - Ownership and Business Overview

Financial ServicesCompany

Doyle Wealth Management Ownership

Who owns Doyle Wealth Management?

Doyle Wealth Management is owned by CI Financial. It was acquired on November 5, 2020.

Doyle Wealth Management Business Overview

Where is Doyle Wealth Management headquartered?

Doyle Wealth Management is headquartered in St. Petersburg, Florida.

What sector is Doyle Wealth Management in?

Doyle Wealth Management is a financial services company.

Financial Services M&A Summary in 2020

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2020. The largest financial services acquisition in 2020 was E*TRADE Financial - which was acquired by Morgan Stanley for $13.0B.

Join Mergr to view all 176 acquisitions of financial services companies in 2020, including 20 acquisitions by private equity firms, and 156 by strategics.

Doyle Wealth Management, Inc.

333 Third Avenue North Suite 300,
St. Petersburg, Florida 33701
United States,
(800) 932-8505
www.doylewealth.com

Doyle Wealth Management, Inc. is a registered investment advisor firm in the Tampa Bay area of Florida with approximately US$1.1 billion in assets. Doyle Wealth Management provides a wide range of wealth management services, including comprehensive financial planning and customized investment portfolios, to high-net-worth individuals.


Company Summary

SECTOR

Financial Services

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