InvestOne Retirement Specialists Revenue

Financial Services • United States • 1-10 Employees

InvestOne Retirement Specialists revenue & valuation

Annual revenue	$19,100,000
Revenue per employee	$9,533,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$61,100,000
Total funding	No funding

Key Contact at InvestOne Retirement Specialists

Michael Bonnell

Managing Director

Company overview

Headquarters	United States
Phone number	+18007082444
Website	investone.com
NAICS	52
SIC	628
Founded	1991
Employees	1-10
Socials

InvestOne Retirement Specialists Email Formats

InvestOne Retirement Specialists uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@investone.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@investone.com	100%

About InvestOne Retirement Specialists

Our firm specializes in working with employees of some of he nations largest employers to help them better prepare for retirement. We offer an array of managed volatility portfolios to help mitigate the risk of todays financial markets. In addition, we design income distribution models to help people understand the safe withdraw amounts from their portfolios in retirement. Our goal is to deliver an understandable final analysis at a reasonable cost to out clients. In addition, we work extensively with lawyers during the settlement phase of litigation in assisting them to better understand the financial products subject to settlement and/or QDRO. This added knowledge can help maintain best practices.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

InvestOne Retirement Specialists has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

InvestOne Retirement Specialists has never raised funding before.

Frequently asked questions

InvestOne Retirement Specialists is located in US.

You can reach InvestOne Retirement Specialists at +18007082444.

InvestOne Retirement Specialists generates an estimated annual revenue of $19,065,187. This revenue figure reflects the company's market position and business performance in its industry.

InvestOne Retirement Specialists has an estimated valuation of $61,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

InvestOne Retirement Specialists was founded in 1991, making it 35 years old. The company has established itself as a significant player in its industry over this time.

InvestOne Retirement Specialists has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at InvestOne Retirement Specialists

Michael Bonnell

Managing Director

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