Estate Planning Institute Group Revenue

Financial Services • United States • 1-10 Employees

Estate Planning Institute Group revenue & valuation

Annual revenue	$12,900,000
Revenue per employee	$1,604,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$41,100,000
Total funding	No funding

Key Contact at Estate Planning Institute Group

Cathleen Melody

Financial Services Small Business Owner

Company overview

Headquarters	United States
Phone number	+12482811500
Websites	epigroupllc.com epifinancialgroup.com
NAICS	52
SIC	628
Keywords	Portfolio Management, Insurance, Financial Planning, Retirement Income Planning
Founded	1999
Employees	1-10

About Estate Planning Institute Group

Financial and Retirement Income Planning I am committed to maintaining the highest standards of integrity and professionalism in my relationship with you, my client. I endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Founder/Owner

Employees by Department

Estate Planning Institute Group has 2 employees across 2 departments.

Departments

Number of employees

Funding Data

Estate Planning Institute Group has never raised funding before.

Frequently asked questions

Estate Planning Institute Group is located in US.

You can reach Estate Planning Institute Group at +12482811500.

Estate Planning Institute Group generates an estimated annual revenue of $12,831,994. This revenue figure reflects the company's market position and business performance in its industry.

Estate Planning Institute Group has an estimated valuation of $41,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Estate Planning Institute Group was founded in 1999, making it 27 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Estate Planning Institute Group

Cathleen Melody

Financial Services Small Business Owner

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