DeVoe & Company

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
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 Contact
Brad Grubb Investment Banking & Consulting
Email
David Devoe
Email
Jane Williams
Email Phone
Adam Levy, Cfa Seasoned Financial Executive
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 Email Phone
Executive 3 3 3
General 2 2 0

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