Corio & Associates Revenue
Financial Services • 
King of Prussia, Pennsylvania, United States • 1-10 Employees
Corio & Associates revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Key Contact at Corio & Associates
Kristin Schappell
Director of Insurance Services
Company overview
| Headquarters | 150 South Warner Road, Suite 122, King of Prussia, Pennsylvania 19406, US |
| Phone number | +16102938322 |
| Website | |
| NAICS | 52 |
| Keywords | Investment Planning, Disability Insurance, College Planning, Term Life Insurance, Financial Strategies, Small Business Planning, Tax Strategies, Permanent Life Insurance, Debt Repayment Strategies |
| Founded | 2015 |
| Employees | 1-10 |
| Socials |
Corio & Associates Email Formats
Corio & Associates uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@corioassociates.com), used 60% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@corioassociates.com | 60% |
{first initial}.{last name} | j.doe@corioassociates.com | 40% |
About Corio & Associates
Common financial decisions produce common financial outcomes. Common financial outcomes produce common lives. We teach our clients to challenge traditional financial thinking so they can strive to live extraordinary lives. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 150 SOUTH WARNER ROAD, SUITE 120, KING OF PRUSSIA PA, 19406, 610-2938300. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. CORIO & ASSOCIATES, LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0J08406. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. 2024-167967 Exp 1/26
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Corio & Associates has never raised funding before.
Corio & Associates Tech Stack
Discover the technologies and tools that power Corio & Associates's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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