Addison Avenue Investment Services Revenue
Investment Management • 
Rocklin, California, United States • 21-50 Employees
Addison Avenue Investment Services revenue & valuation
| Annual revenue | $1,967,765 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $6,300,000 |
| Total funding | No funding |
Key Contact at Addison Avenue Investment Services
Stephen Poole
Senior Vice President, Program Director
Company overview
| Headquarters | 1011 Sunset Blvd., Suite 100, Rocklin, CA 95765, US |
| Phone number | +1321180379 |
| Website | |
| NAICS | 5231 |
| Founded | 1998 |
| Employees | 21-50 |
| Socials |
Addison Avenue Investment Services Email Formats
Addison Avenue Investment Services uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@firsttechfed.com), used 62.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@firsttechfed.com | 62.5% |
{first initial}.{last name} | j.doe@firsttechfed.com | 37.5% |
About Addison Avenue Investment Services
Addison Avenue Investment Services is the investment services division of First Tech Federal Credit Union, serving the financial needs of our technology-based membership. We are a community, and that culture emanates with our clients. We know there’s no one-size-fits-all solution when it comes to planning your future. That’s why we partner with individuals like you every day to build plans that may help you achieve your financial goals. Whether you’re seeking financial education or retirement resources, we’re here to guide you. If you are an experienced Financial Advisor or Financial Assistant seeking a change, visit firsttechfed.com/Discover-First-Tech/Discover-First-Tech/Careers. Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm. Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Addison Avenue Investment Services has 13 employees across 1 departments.
Departments
Number of employees
Funding Data
Addison Avenue Investment Services has never raised funding before.
Türkiye
Pakistan
Switzerland
Australia
Frequently asked questions
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