Financial Concepts Unlimited

Financial Services • Annapolis, Maryland, United States • 1-10 Employees

Company overview

Headquarters	30B West St., Annapolis, Maryland 21401, US
Phone number	+18664445122
Website	fcuinc.com
NAICS	52
SIC	628
Keywords	Employee Benefits, Wealth Management, Insurance, Estate & Business Planning, Employee Stock Ownership Programs, Executive Benefits & Tax Planning
Founded	1990
Employees	1-10
Socials

Key Contact at Financial Concepts Unlimited

John Taylor

President & CEO

Financial Concepts Unlimited Email Formats

Financial Concepts Unlimited uses 1 email format. The most common is {first initial} (e.g., j@fcuinc.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@fcuinc.com	100%

About Financial Concepts Unlimited

Our Philosophy: Our philosophy is to deliver consistent risk adjusted performance over time by utilizing both internal and external research and analysis through state of the art technology. Our Process: Individual determination of investment objectives is supported by committee review of recommendations and consensus decisions to efficiently manage our clients' financial objectives. Our People: Financial Concepts’ team of analysts and financial planning professionals bring over 80 combined years of solid academic and business experience to every investment decision. BBB (Better Business Bureau) Accredited Business

Financial Concepts Unlimited revenue & valuation

Annual revenue	$16,000,000
Revenue per employee	$5,334,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$51,200,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Financial Concepts Unlimited has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Financial Concepts Unlimited has never raised funding before.

Financial Concepts Unlimited Tech Stack

Discover the technologies and tools that power Financial Concepts Unlimited's digital infrastructure, from frameworks to analytics platforms.

GoDaddy

Hosting

HSTS

Security

Astro

JavaScript frameworks

Netlify

CDN

Microsoft 365

Frequently asked questions

Financial Concepts Unlimited is located in Annapolis, Maryland, US.

You can reach Financial Concepts Unlimited at +18664445122.

Financial Concepts Unlimited was founded in 1990, making it 36 years old. The company has established itself as a significant player in its industry over this time.

Financial Concepts Unlimited has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Financial Concepts Unlimited

John Taylor

President & CEO

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