Personal Financial Consultants - Ownership and Business Overview

Business ServicesCompany

Personal Financial Consultants Ownership

Who owns Personal Financial Consultants?

Personal Financial Consultants is owned by EP Wealth Advisors. It was acquired on August 21, 2019.

Personal Financial Consultants Business Overview

Where is Personal Financial Consultants headquartered?

Personal Financial Consultants is headquartered in Lafayette, California.

What sector is Personal Financial Consultants in?

Personal Financial Consultants is a business services company.

Business Services M&A Summary in 2019

Out of 60 sectors in the Mergr database, business services ranked 2 in number of deals in 2019. The largest business services acquisition in 2019 was WageWorks - which was acquired by HealthEquity for $2.0B.

Join Mergr to view all 799 acquisitions of business services companies in 2019, including 134 acquisitions by private equity firms, and 665 by strategics.

Personal Financial Consultants, Inc.

3738 Mt Diablo Blvd., Suite 201,
Lafayette, California 94549
United States,
(888) 557-3272
www.personalfinancial.com

Personal Financial Consultants, Inc. is an independent fee-only financial planning and investment management firm provides personal Financial specializes in designing holistic, comprehensive and personalized financial plans for individuals and families. Personal Financial Consultants is based in Lafayette, California.


Company Summary

SECTOR

Business Services

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