Compound Value Advisers
Financial Services • 
Tustin, California, United States • 1-10 Employees
Company overview
| Headquarters | 250 El Camino Real, 119, Tustin, CA 92780, US |
| Phone number | +14807449294 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Succession Planning, Wealth Management, Investment Advisory, Business Appraisals |
| Founded | 2013 |
| Employees | 1-10 |
| Socials |
Key Contact at Compound Value Advisers
Jerry Matecun
Founder, Owner
Compound Value Advisers Email Formats
Compound Value Advisers uses 1 email format. The most common is {first initial} (e.g., j@compoundvalue.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@compoundvalue.com | 100% |
About Compound Value Advisers
We help select business owners and individuals gain clarity by finding gaps that can threaten financial health; and give you confidence by designing custom solutions to grow and protect your wealth. Our proven process provides insight, time-tested planning and investment strategies, and disciplined execution. We work together to evaluate your total net worth, and help you understand your options so you can achieve your goals with more safety. Your future deserves transparent, competent advice built on facts that serve your interest. We’re proud of our independence – which stands in contrast to standard industry business models: we’re not conflicted in how we get paid, not captive to in-house product sale agendas, nor subject to shareholder interests. We partner with world-class custodians to keep costs low and safeguard your assets; and our unbiased research and careful attention to your concerns will give you comfort that you’re on a realistic path to financial strength and well-being. Independent, Transparent, Competent Advice: that’s our fiduciary pledge to earn your trust and help you find peace of mind on the journey to your financial success.
Compound Value Advisers revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Compound Value Advisers has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Compound Value Advisers has never raised funding before.
Compound Value Advisers Tech Stack
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Frequently asked questions
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