American Investment Planners Revenue

Financial Services • Jericho, New York, United States • 11-20 Employees

American Investment Planners revenue & valuation

Annual revenue	$4,072,398
Revenue per employee	$291,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$13,100,000
Total funding	No funding

Key Contact at American Investment Planners

Laura Palacios

Senior Financial Advisor and Executive Vice President

Company overview

Headquarters	500 North Broadway, Suite 260, Jericho, New York 11753, US
Phone number	+15169325130
Website	americaninvestmentplanners.com
NAICS	52
SIC	628
Keywords	Tax Planning, Disability, Retirement Planning, Estate Planning, Relocation, Elder Care, Etc.), College Savings, Long-Term Care, Insurance (Life, Health-Related Financial Planning, Surviving The Loss Of A Spouse, Portfolio And Asset Management
Founded	1984
Employees	11-20
Socials

American Investment Planners Email Formats

American Investment Planners uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@americaninvestmentplanners.com), used 33.3% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@americaninvestmentplanners.com	33.3%
{first initial}	j@americaninvestmentplanners.com	33.3%
{first name}	john@americaninvestmentplanners.com	33.3%

About American Investment Planners

American Investment Planners LLC is committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our valued clients. We work hard to not only learn about your financial needs and circumstances, but your investment philosophy and personal values as well. Our pledge is to provide the most valuable and current information, services, and products to help you achieve financial security and a legacy to pass on. Securities and Advisory Services offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and Member FINRA/SIPC. American Investment Planners LLC and Cadaret, Grant & Co., Inc. are separate entities.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Vice President

Intern

Employees by Department

American Investment Planners has 4 employees across 2 departments.

Departments

Number of employees

Funding Data

American Investment Planners has never raised funding before.

American Investment Planners Tech Stack

Discover the technologies and tools that power American Investment Planners's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

Awesomplete

Search engines

Cloudflare Bot Management

Security

Vimeo

Video players

Google Maps

Maps

scrollreveal

JavaScript libraries

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

FMG Suite

Marketing automation

HSTS

Security

Frequently asked questions

American Investment Planners is located in Jericho, New York, US.

You can reach American Investment Planners at +15169325130.

American Investment Planners generates an estimated annual revenue of $4,072,398. This revenue figure reflects the company's market position and business performance in its industry.

American Investment Planners has an estimated valuation of $13,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

American Investment Planners was founded in 1984, making it 42 years old. The company has established itself as a significant player in its industry over this time.

American Investment Planners has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at American Investment Planners

Laura Palacios

Senior Financial Advisor and Executive Vice President

4.8

40,000 users