


Cozad Asset Management Revenue
Financial Services • Champaign, Illinois, United States • 11-20 Employees
Cozad Asset Management revenue & valuation
| Annual revenue | $1,625,545 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,300,000 |
| Total funding | No funding |
Key Contacts at Cozad Asset Management
Craig Kiddoo
Chief Compliance Officer And Director Of Information Technology
Greg Cozad
Chief Executive Officer
Company overview
| Headquarters | 2501 Galen Dr, Champaign, Illinois 61821-7005, US |
| Phone number | +12173568363 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Income Tax Preparation, Education Planning, Retirement Planning, Multi-Generational Planning, Insurance Products |
| Founded | 1972 |
| Employees | 11-20 |
| Socials |
Cozad Asset Management Email Formats
Cozad Asset Management uses 4 email formats. The most common is {first initial} (e.g., j@cozadassetmgmt.com), used 60% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@cozadassetmgmt.com | 65% |
{first name} | john@cozadasset.com | 35% |
About Cozad Asset Management
Cozad Asset Management, Inc. is a Registered Investment Adviser. Cozad provides comprehensive and personalized financial services, including: - Tailored Investment Management - Retirement, College, and Estate Planning - Life, LTC, and Disability Insurance - Income Tax Preparation Founded in 1972, Cozad is based in Central Illinois but serves clients across the country. The experienced team of CPAs, CFP® and other financial professionals works with individuals and young families just getting started to multi-generational families with sophisticated needs. Cozad Asset Management, Inc. is Independently Owned and Operated. Third-party posts found on this profile do not reflect the views of Cozad Asset Management, Inc. nor its Associated Persons or Affiliates, and have not been reviewed as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and are not indicative of future performance or success.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Cozad Asset Management has 13 employees across 4 departments.
Departments
Number of employees
Funding Data
Cozad Asset Management has never raised funding before.
Cozad Asset Management Tech Stack
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Frequently asked questions
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