Chamberlain Group Financial Services
Financial Services • 
Irvine, California, United States • 21-50 Employees
Company overview
| Headquarters | 2050 Main Street, Suite 950, Irvine, CA 92614, US |
| Phone number | +19499751955 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investment Management, Estate & Succession Planning, Insurance Optimization, Executive Benefit & Retirement Plans |
| Founded | 1975 |
| Employees | 21-50 |
| Socials |
Key Contacts at Chamberlain Group Financial Services
Chris A. Roberts
Executive Director | Corporate Services
Mike Kiley
Ceo
Tony Fisher
Strategic Partner / Managing Director
Timothy T. Drake
Director Of Wealth Management / Advisor
Megan Collins
Director Of New Business
Chamberlain Group Financial Services Email Formats
Chamberlain Group Financial Services uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@cgwealth.com), used 78.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@cgwealth.com | 78.6% |
{second initial}{last name} | odoe@cgwealth.com | 7.1% |
{first name}{last name} | johndoe@cgwealth.com | 7.1% |
{last name}{last name} | doedoe@cgwealth.com | 7.1% |
About Chamberlain Group Financial Services
Chamberlain Group is a financial services firm that helps successful business owners and super affluent families build, protect, and steward their wealth for the benefit of their family, company, and community, thereby creating value for generations. - Trusted Counsel: Over 40 years of helping clients achieve their financial goals. - Solidifying Your Legacy: We specialize in helping families build legacies. - Integrity Respect & Stewardship: Our core values guide us to help our clients make wise, informed decisions. - Unique Expertise: Few companies have the ability to blend the vital interplay between insurance and investments- a talent Chamberlain Group has mastered. Chamberlain Group is an independent financial services firm based in Irvine, CA. Investment Advisory Services offered through Chamberlain Consulting Group, LLC and Spire Wealth Management, LLC, SEC Registered Investment Advisors. Securities are offered through Spire Securities, LLC a Registered Broker/Dealer and Member FINRA/SIPC.
Chamberlain Group Financial Services revenue & valuation
| Annual revenue | $41,400,000 |
| Revenue per employee | $1,591,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $132,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Chamberlain Group Financial Services has 17 employees across 8 departments.
Departments
Number of employees
Funding Data
Chamberlain Group Financial Services has never raised funding before.
Chamberlain Group Financial Services Tech Stack
Discover the technologies and tools that power Chamberlain Group Financial Services's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Security
JavaScript libraries
CMS
Maps
JavaScript libraries
Programming languages
Security
Widgets
Analytics
JavaScript libraries
CDN
New Zealand
United Kingdom
Australia
Italy
Frequently asked questions
4.8
40,000 users
