Advisor Partners

Financial Services • Walnut Creek, California, United States • 11-20 Employees

Company overview

Headquarters	2175 N. California Boulevard, Walnut Creek, CA 94596, US
Phone number	+19254441320
Website	advisorpartners.com
NAICS	52
SIC	628
Keywords	Active Tax Indexing, High Quality Dividend Yield Portfolios, Managed Asset Allocation Programs (Maap), Socially Responsibile Portfolios
Founded	2001
Employees	11-20
Socials

Key Contact at Advisor Partners

Joel Marcus

Managing Director

Advisor Partners Email Formats

Advisor Partners uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@advisorpartners.com), used 50% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@advisorpartners.com	50%
{first name}{last name}	johndoe@advisorpartners.com	50%

About Advisor Partners

Advisor Partners is a boutique investment manager working with a select group of independent advisors, wealth managers and family offices. We use a disciplined, institutional-quality approach to tailoring portfolio solutions to meet the needs of our clients. Advisor Partners applies a research-driven, systematic approach to creating equity and asset allocation portfolios. The Advisor Partners team has deep and diverse investment experience, and uses advanced technology and robust processes to create smart portfolios for our clients. Contact us at http://www.advisorpartners.com

Advisor Partners revenue & valuation

Annual revenue	$13,700,000
Revenue per employee	$914,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$43,900,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

Advisor Partners has 5 employees across 3 departments.

Departments

Number of employees

Funding Data

Advisor Partners has never raised funding before.

Advisor Partners Tech Stack

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

Modernizr

JavaScript libraries

Amazon SES

Swiper

JavaScript libraries

Google Maps

Maps

Microsoft 365

jQuery Migrate

JavaScript libraries

Apache HTTP Server

Web servers

jQuery

JavaScript libraries

PHP

Programming languages

HSTS

Security

WordPress

Blogs

Bootstrap

UI frameworks

Frequently asked questions

Advisor Partners is located in Walnut Creek, California, US.

You can reach Advisor Partners at +19254441320.

Advisor Partners was founded in 2001, making it 25 years old. The company has established itself as a significant player in its industry over this time.

Advisor Partners has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Advisor Partners

Joel Marcus

Managing Director

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