Atchley Financial Group
Financial Services • 
Coeur d'Alene, Idaho, United States • 1-10 Employees
Company overview
| Headquarters | 601 East Front Ave, Suite 203, Coeur d'Alene, ID 83814, US |
| Phone number | +12086641900 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Employees | 1-10 |
| Socials |
Key Contact at Atchley Financial Group
Chelsey Fuhrman
Director Of Operations
Atchley Financial Group Email Formats
Atchley Financial Group uses 2 email formats. The most common is {first initial} (e.g., j@atchleyfinancial.com), used 85.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@atchleyfinancial.com | 85.7% |
{first name} | john@atchleyfinancial.com | 14.3% |
About Atchley Financial Group
We’re Atchley Financial Group, a wealth management firm dedicated to our clients throughout the nation. Although we manage portfolios from coast to coast, we treat each of our clients as if they’re our only client. We believe we’re known for our detailed and personal attention as much as for our experience and professional insight. We specialize in retirement, investment, and estate planning for individuals in every part of the life cycle, but our over-arching goal is to help our clients make intelligent decisions with their wealth in order to reach their goals, realize their dreams, and achieve financial independence. We are Atchley Financial Group, an independent wealth management firm. Although we manage portfolios from coast to coast, we treat each of our clients as if they are our only client. In fact, we are known for our detailed and personal attention as much as for our professional experience. We specialize in retirement, investment, and estate planning for individuals in every part of the life cycle, but our over-arching goal is to help our clients make intelligent decisions with their wealth in order to help them reach their goals, realize their dreams, and achieve financial independence. Les Atchley, Aimee Tanneberger and Michael Tanneberger are Registered Representatives of and offer securities products & services through Osaic Wealth, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, ID, IL, IN, IA, LA, MA, MI, NV, NM, NY, NC, OH, OK, SC, TX, WA. No offers may be made or accepted from any resident outside the specific states referenced. Les Atchley and Aimee Tanneberger also offer advisory services through Osaic Wealth, Inc. Insurance services offered through Atchley Financial Group, Inc., which is not affiliated with Osaic Wealth.
Atchley Financial Group revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Atchley Financial Group has 3 employees across 2 departments.
Departments
Number of employees
Funding Data
Atchley Financial Group has never raised funding before.
Atchley Financial Group Tech Stack
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