Advisor Logistics

Investment Management • San Antonio, Texas, United States • 1-10 Employees

Company overview

Headquarters	San Antonio, Texas, United States
Phone number	+12104468939
Website	advisorlogistics.com
NAICS	5231
SIC	628
Keywords	Business Continuity, Financial Software, Portfolio Management, Sec Registered, Backoffice Outsourcing, Risk Mitigation And Oversight, Trading And Rebalancing
Founded	2018
Employees	1-10
Socials

Key Contact at Advisor Logistics

Brett Wheeler

Business Owner

Advisor Logistics Email Formats

Advisor Logistics uses 2 email formats. The most common is {first name} (e.g., john@advisorlogistics.com), used 85.7% of the time.

Format	Example	Percentage
{first name}	john@advisorlogistics.com	85.7%
{first initial}	j@advisorlogistics.com	14.3%

About Advisor Logistics

Advisor Logistics is an SEC-registered, independent outsourced trading firm built exclusively for RIAs. We help firms streamline their trading operations, reduce costs, and improve efficiency without having to hire in-house traders or invest in complex software. Our dedicated team of expert traders works as a seamless extension of each advisory firm, executing trades compliantly and efficiently while minimizing risk and maximizing scale. We do not have any retail clients, ensuring a conflict-free partnership with every RIA we serve. Visit https://advisorlogistics.com/ to learn more.

Advisor Logistics revenue & valuation

Annual revenue	$684,440
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$2,200,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Manager

Partner

Founder/Owner

Employees by Department

Advisor Logistics has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Advisor Logistics has never raised funding before.

Advisor Logistics Tech Stack

Discover the technologies and tools that power Advisor Logistics's digital infrastructure, from frameworks to analytics platforms.

Crocoblock JetElements

WordPress plugins

Twitter Emoji

Font scripts

SiteGround

Hosting

jQuery

JavaScript libraries

MySQL

Databases

Nginx

Reverse proxies

Contact Form 7

Form builders

PHP

Programming languages

WordPress

Blogs

core-js

JavaScript libraries

jQuery UI

JavaScript libraries

Hello Elementor

WordPress themes

Frequently asked questions

Advisor Logistics is located in San Antonio, Texas, US.

You can reach Advisor Logistics at +12104468939.

Advisor Logistics was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.

Advisor Logistics has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Advisor Logistics

Brett Wheeler

Business Owner

4.8

40,000 users