Forza Investment Advisory Revenue

Investment Management • Westfield, New Jersey, United States • 1-10 Employees

Forza Investment Advisory revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at Forza Investment Advisory

Robert Centrella

Managing Partner and President

Company overview

Headquarters	123 Hamilton Avenue, Westfield, New Jersey 07090, US
Phone number	+19083449790
Website	forzainvestment.com
NAICS	5231
SIC	628
Keywords	Investment Planning, Asset Allocation, Portfolio Management, Investment Advisory
Founded	2010
Employees	1-10
Socials

Forza Investment Advisory Email Formats

Forza Investment Advisory uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@forzainvestment.com), used 100% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@forzainvestment.com	100%

About Forza Investment Advisory

Forza Investment Advisory LLC, (www.ForzaInvestment.com) is an independent, locally owned Registered Investment Advisory (RIA) firm that provides fee-only investment advisory and portfolio management services to private clients and small businesses with investable assets greater than $750,000. We deliver customized investment advice consistent with your goals in the overall context of your life or objectives. Forza is currently registered in the State of New Jersey. Forza was founded in 2010 to address a void within the wealth management industry: "the need for an independent, trustworthy, client-focused, and transparent advisory firm run by an experienced money management professional". We offer our customized portfolio management services to individuals, families and small employers that normally might not have the opportunity to engage a professional money manager. Forza provides institutional-quality investment management services for many types of portfolios including IRA's, Trusts, Personal Accounts, Rollover 401Ks & IRAs, Pensions, Endowments, Charitable Accounts, 401Ks, Profit-Sharing Plans... Forza also provides portfolio consultation and research services to other investment advisors.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Partner

Funding Data

Forza Investment Advisory has never raised funding before.

Forza Investment Advisory Tech Stack

Discover the technologies and tools that power Forza Investment Advisory's digital infrastructure, from frameworks to analytics platforms.

jQuery

JavaScript libraries

Mapbox GL JS

Maps

GoDaddy

Hosting

GoDaddy Website Builder

CMS

Open Graph

Miscellaneous

Mapbox.js

Maps

Leaflet

Maps

Microsoft 365

Frequently asked questions

Forza Investment Advisory is located in Westfield, New Jersey, US.

You can reach Forza Investment Advisory at +19083449790.

Forza Investment Advisory generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

Forza Investment Advisory has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Forza Investment Advisory was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Forza Investment Advisory

Robert Centrella

Managing Partner and President

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