


Acts Financial Advisors
Financial Services • Washington, District of Columbia, United States • 1-10 Employees
Company overview
| Headquarters | Washington, District of Columbia, United States |
| Phone number | +15717495522 |
| Website | |
| NAICS | 52 |
| Keywords | Financial Advising, Personal Finance, Entrepreneurship, Employee Benefits, Asset Protection, Wealth Management, Disability Insurance, Financial Coaching, Exit Planning, Retirement Planning, Life Insurance, Financial Planning, Business Consulting, Estate Planning, Investment Management, Real Estate Consulting, Physicians, College Savings, Real Estate Analysis, Business Owners, Tax Strategy, Long-Term Care Insurance, Medical Practices, Tax Advising |
| Founded | 2023 |
| Employees | 1-10 |
Key Contact at Acts Financial Advisors
Mark P. Eid
Managing Director
About Acts Financial Advisors
Acts Financial Advisors provides financial advisory services for both individual and institutional clients. Our clients primarily tend to be physicians, entrepreneurs, and small/medium-sized businesses. For individuals, we provide comprehensive, holistic financial planning, which includes investment management and tax optimization. We also analyze real estate investments. For institutions, we provide business consulting services around ongoing management and exit opportunities, as well as employee benefit and retirement plan advising.
Acts Financial Advisors revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Acts Financial Advisors has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Acts Financial Advisors has never raised funding before.
Acts Financial Advisors Tech Stack
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