First State Investment Advisors Revenue

Investment Management • Tulsa, Oklahoma, United States • 1-10 Employees

First State Investment Advisors revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$547,552
Total funding	No funding

Key Contact at First State Investment Advisors

Sid Shupack

Founder & President, Investment Advisor

Company overview

Headquarters	8801 S Yale Ave, Suite 410, Tulsa, 74137, US
Phone number	+19184921361
Website	firststate-ok.com
NAICS	5231
SIC	621
Founded	1971
Employees	1-10
Socials

First State Investment Advisors Email Formats

First State Investment Advisors uses 1 email format. The most common is {first initial} (e.g., j@firststate-ok.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@firststate-ok.com	100%

About First State Investment Advisors

We are a local, independent investment advisor with over 50 years of history in the Tulsa area. We specialize in helping individuals, trusts, organizations, and businesses confidently manage their investments and prudently plan their financial future. Our primary focus as an investment advisor is investing in the highest quality large-cap stocks in the world in a personalized, tax-efficient manner to grow our clients' portfolios while carefully managing risk. We also serve as financial advisors, offering full service personal financial planning, retirement planning, IRA and 401(k) management, 529 education savings, estate planning, and financial consulting. Since our founding in 1971, we have remained disciplined in following the principles of our Gold Chip Standard in every investment we make, ensuring that every client portfolio is of the highest quality and well-suited to meet growth objectives while minimizing risk.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

First State Investment Advisors has never raised funding before.

Frequently asked questions

First State Investment Advisors is located in Tulsa, Oklahoma, US.

You can reach First State Investment Advisors at +19184921361.

First State Investment Advisors generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.

First State Investment Advisors has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

First State Investment Advisors was founded in 1971, making it 55 years old. The company has established itself as a significant player in its industry over this time.

First State Investment Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at First State Investment Advisors

Sid Shupack

Founder & President, Investment Advisor

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