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My New Financial Advisor, based in Montecito, US, provides financial advisory services including asset management and financial planning.
Founded in 2009 and headquartered in Montecito, US, My New Financial Advisor offers financial advisory services for individual and institutional investors, including investment strategy development, asset management and personalized financial planning. The company has completed 3 deals, most recently when Invested.in, Inc., a portfolio company of several investment firms, acquired it on October 29, 2013, for an undisclosed amount. It is at the Series A stage.
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