


GrandView Financial Group Revenue
Financial Services • 3168 Cahaba Heights Rd, Birmingham, United States • 1-10 Employees
GrandView Financial Group revenue & valuation
| Annual revenue | $5,271,028 |
| Revenue per employee | $528,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $16,900,000 |
| Total funding | No funding |
Key Contacts at GrandView Financial Group
Robert Straka
Ceo
Kelly Morgan
Chief Executive Officer
Tomas Diaz
Director Of Business Development
Company overview
| Headquarters | 3168 Cahaba Heights Rd, Birmingham, Alabama 35243, US |
| Phone number | +12052621120 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Personal Finance, Investment Planning, Financial Planning, Estate Planning, Retirement Income Planning, College Education Planning |
| Founded | 2008 |
| Employees | 1-10 |
| 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.
| Format | Example | Percentage |
|---|---|---|
{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
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
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Frequently asked questions
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