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GrandView Financial Group

GrandView Financial Group Revenue

Financial ServicesFlag of US3168 Cahaba Heights Rd, Birmingham, United States1-10 Employees

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GrandView Financial Group revenue & valuation

Annual revenue$5,271,028
Revenue per employee$528,000
Estimated valuation?$16,900,000
Total fundingNo funding

Key Contacts at GrandView Financial Group

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Robert Straka

Ceo

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Kelly Morgan

Chief Executive Officer

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Tomas Diaz

Director Of Business Development

Company overview

Headquarters3168 Cahaba Heights Rd, Birmingham, Alabama 35243, US
Phone number+12052621120
Website
NAICS52
SIC628
Keywords
Personal Finance, Investment Planning, Financial Planning, Estate Planning, Retirement Income Planning, College Education Planning
Founded2008
Employees1-10
Socials

GrandView Financial Group Email Formats

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

FormatExamplePercentage
{first initial}
j@grandviewfinancialgroup.com
100%

About GrandView Financial Group

GrandView Financial Group, LLC. is a full-service financial firm dedicated to helping our clients build wealth and preserve their hard-earned assets. We recommend only those products and services that can be tailored to suit our clients' unique needs. Our firm is here for you, ready to offer ongoing financial experience & knowledge whenever you need it, whether or not you are ready to invest. Grandview Financial Group's mission is to help Businesses and Families pursue all of their dreams and financial goals while passing on their true wealth of values, intellect, work ethic and faith to the generations that follow. Passing on Money with Meaning Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA (finra.org) / SIPC (sipc.org). The financial professionals associated with GrandView Financial Group, LLC 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. 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.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry
C-Suite
Director

Employees by Department

GrandView Financial Group has 5 employees across 3 departments.

Departments

Number of employees

Funding Data

GrandView Financial Group has never raised funding before.

GrandView Financial Group Tech Stack

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

reCAPTCHA

reCAPTCHA

Security

SiteGround

SiteGround

Hosting

PWA

PWA

Miscellaneous

Swiper

Swiper

JavaScript libraries

Magento

Magento

Ecommerce

MonsterInsights

MonsterInsights

Analytics

jQuery Migrate

jQuery Migrate

JavaScript libraries

jQuery

jQuery

JavaScript libraries

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

Gutenberg

Gutenberg

Editors

Google Analytics

Google Analytics

Analytics

Frequently asked questions

GrandView Financial Group is located in 3168 Cahaba Heights Rd, Birmingham, US.
You can reach GrandView Financial Group at +12052621120.
GrandView Financial Group generates an estimated annual revenue of $5,271,028. This revenue figure reflects the company's market position and business performance in its industry.
GrandView Financial Group has an estimated valuation of $16,900,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
GrandView Financial Group was founded in 2008, making it 18 years old. The company has established itself as a significant player in its industry over this time.
GrandView Financial Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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