Client 1st Advisory Group Revenue

Financial Services • Clearwater, Florida, United States • 1-10 Employees

Client 1st Advisory Group revenue & valuation

Annual revenue	$23,500,000
Revenue per employee	$2,605,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$75,100,000
Total funding	No funding

Key Contact at Client 1st Advisory Group

Michelle Mabry

Co-Founder And Ceo

Company overview

Headquarters	611 Druid Road East, Suite 707, Clearwater, FL 33756, US
Phone number	+18008433249
Website	c1ag.com
NAICS	52
SIC	628
Keywords	Risk Management, Tax Planning, Investment Planning, Private Wealth Management, Business Planning, Estate Planning, Retirement Income Planning, Accumualtion Planning
Founded	2013
Employees	1-10
Socials

About Client 1st Advisory Group

Client 1st advisory group is a full service financial planning and investment management firm with an emphasis in transition planning. They aim to provide thoughtful and prudent advice in the key areas of financial planning to help clients along with their next chapter.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

C-Suite

Manager

Employees by Department

Client 1st Advisory Group has 6 employees across 5 departments.

Departments

Number of employees

Funding Data

Client 1st Advisory Group has never raised funding before.

Client 1st Advisory Group Tech Stack

Discover the technologies and tools that power Client 1st Advisory Group's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Modernizr

JavaScript libraries

Amazon S3

CDN

Amazon Web Services

PaaS

Awesomplete

Search engines

Cloudflare Bot Management

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

GoDaddy

Hosting

FMG Suite

Marketing automation

HSTS

Security

FancyBox

JavaScript libraries

Frequently asked questions

Client 1st Advisory Group is located in Clearwater, Florida, US.

You can reach Client 1st Advisory Group at +18008433249.

Client 1st Advisory Group generates an estimated annual revenue of $23,437,967. This revenue figure reflects the company's market position and business performance in its industry.

Client 1st Advisory Group has an estimated valuation of $75,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Client 1st Advisory Group was founded in 2013, making it 13 years old. The company has established itself as a significant player in its industry over this time.

Client 1st Advisory Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Client 1st Advisory Group

Michelle Mabry

Co-Founder And Ceo

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