DeVoe & Company
Investment Banking
San Francisco, California, United States
28 employees
- Employees
- 28
- Contacts
- 4
- Emails
- 4
- Phones
- 2
DeVoe & Company Overview
- Headquarters
- San Francisco, California, United States
- Phone Number
- Available in AeroLeads
- Website
- devoeandcompany.com
- Industry
- Investment Banking
- Employees
- 28
- Founded
- 2011
- Company Email
- Available in AeroLeads
- NAICS
-
Investment Banking and Securities Dealing
About DeVoe & Company
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
DeVoe & Company Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 2
- 50.0% coverage
DeVoe & Company Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Brad Grubb | Investment Banking & Consulting | Omaha Metropolitan Area, United States |
Email
|
| David Devoe | Berkeley, California, United States |
Email
|
|
| Jane Williams | Menlo Park, California, United States |
Email
Phone
|
|
| Adam Levy, Cfa | Seasoned Financial Executive | Denver, Colorado, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
6 profiles
Director
3 profiles
Executive
2 profiles
Manager
2 profiles
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 3 | 3 | 3 |
| General | 2 | 2 | 0 |
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