Devoe &
Investment Banking · 11 Employees
Phone Number: 14158135066
Email Address: info@devoe-co.com
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About
DeVoe & Company is a leading consulting firm for RIAs. We support RIA owners and principals with business consulting, M&A guidance, and valuations.
We are committed to creating transformational change for wealth management and investment management advisors. We provide comprehensive advisory services to help our clients accelerate their ability to achieve their goals.
Our services include:
- Consulting
- Business Strategy
- Succession Planning
- Human Capital / Compensation
- Transitioning in New Partners
- Coaching
- Guidance on Capital and Lending
- Mergers, Acquisitions, and Sale Transactions
- Valuations
Twitter: DeVoeCo
Year Founded
2011
Social Media
LinkedinTwitter
Industry
Investment Banking
HQ Location
50 California Street, Suite 1500
San Francisco, California 94111, US
Keywords
Mergers & AcquisitionsSuccession PlanningValuationNew Partner/Advisor AdditionsPractice ManagementConsultingHuman Capitaland RIAs
Location
- 50 California Street, Suite 1500 San Francisco, California 94111, US
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