Comprehensive Planning Corp Revenue

Financial Services • Kokomo, Indiana, United States • 1-10 Employees

Comprehensive Planning Corp revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Key Contact at Comprehensive Planning Corp

Kourtney Shawhan

Director of Operations

Company overview

Headquarters	3806 Southland Ave, Kokomo, Indiana 46902, US
Phone number	+17658658999
Website	cpckokomo.com
NAICS	52
SIC	628
Founded	1993
Employees	1-10
Socials

About Comprehensive Planning Corp

Comprehensive Planning Corp was established in 1993, by David Gaylor and Matthew Bolinger. The mission was to help people invest for their future. In 2020, Roller Wealth Management acquired/merged with Comprehensive. This broadened the experience base to include younger generations to continue long into the future.Today we serve clients all over the United States and manage over $300 million in assets. We value each dollar as we understand it represents delayed gratification of each client. Our success has come from long established relationships with our clients who value our knowledge, experience, and accessibility.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Comprehensive Planning Corp has never raised funding before.

Comprehensive Planning Corp Tech Stack

Discover the technologies and tools that power Comprehensive Planning Corp's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

jQuery

JavaScript libraries

GoDaddy

Hosting

Nginx

Reverse proxies

Contact Form 7

Form builders

PHP

Programming languages

Open Graph

Miscellaneous

WordPress

Blogs

core-js

JavaScript libraries

Google Maps

Maps

MySQL

Databases

WP Engine

Hosting

Frequently asked questions

Comprehensive Planning Corp is located in Kokomo, Indiana, US.

You can reach Comprehensive Planning Corp at +17658658999.

Comprehensive Planning Corp generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.

Comprehensive Planning Corp has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Comprehensive Planning Corp was founded in 1993, making it 33 years old. The company has established itself as a significant player in its industry over this time.

Comprehensive Planning Corp has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Comprehensive Planning Corp

Kourtney Shawhan

Director of Operations

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