Floe Financial Partners Revenue

Investment Management • Pasadena, California, United States • 1-10 Employees

Floe Financial Partners revenue & valuation

Annual revenue	$598,885
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$2,000,000
Total funding	No funding

Key Contact at Floe Financial Partners

Victoria Ditmer

Director, Client Relations

Company overview

Headquarters	140 S Lake Ave, 309, PASADENA, CA 91101, US
Website	floefinancialpartners.com
NAICS	5231
SIC	628
Keywords	Investment Management, Retirement Planning, Financial Advisor, Estate And Legacy Planning, Charitable And Philanthropic Planning
Employees	1-10

Floe Financial Partners Email Formats

Floe Financial Partners uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@floefinancialpartners.com), used 100% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@floefinancialpartners.com	100%

About Floe Financial Partners

Since 1987, Floe Financial Partners, Inc. has enabled individuals, families, charities and corporations to work toward their financial goals. We feel that we have built an outstanding team of advisors, support staff and related professionals. The financial consultants of Floe Financial Partners, Inc. are affiliated with LPL Financial. Unlike traditional brokerage firms in which stockbrokers charge commissions to execute trades, we are fee-based asset managers who provide investment advice. If you have any questions, please call us at (626) 304-9141. We look forward to talking with you. Securities offered through LPL Financial, Member SIPC sipc.org Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Entry

Partner

Employees by Department

Floe Financial Partners has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Floe Financial Partners has never raised funding before.

Frequently asked questions

Floe Financial Partners is located in Pasadena, California, US.

Floe Financial Partners generates an estimated annual revenue of $598,885. This revenue figure reflects the company's market position and business performance in its industry.

Floe Financial Partners has an estimated valuation of $2,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

Key Contact at Floe Financial Partners

Victoria Ditmer

Director, Client Relations

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