Itineris Financial Advisors

Investment Management • Walnut Creek, California, United States • 1-10 Employees

Company overview

Headquarters	1990 N. California Blvd, Suite 302, Walnut Creek, CA 94596, US
Phone number	+19254647057
Website	yourmoneyjourney.com
NAICS	5231
SIC	628
Founded	2011
Employees	1-10
Socials

Key Contact at Itineris Financial Advisors

Bill Pollak

Founder & Managing Principal

About Itineris Financial Advisors

Itineris Financial Advisors is an independent wealth management firm providing comprehensive financial planning, investment management, and personal financial consulting services to professionals and entrepreneurs who are experiencing midlife career change and/or other notable transitions. Our firm’s mission is to help eliminate the financial anxiety that often arises for people who are in the midst of personal or professional shifts. The unbiased advisors of our firm develop and implement customized financial strategies that strive to improve our clients’ confidence in their short term and long term financial welfare. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. 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 and completeness. The LPL Financial Registered Representative associated with this page may only discuss and/or transact business with residents of Arizona, California, Colorado, New York, Ohio, Massachusetts, and Arkansas. CA Insurance License #0G88603

Itineris Financial Advisors revenue & valuation

Annual revenue	$1,911,200
Revenue per employee	$1,912,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$6,200,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Itineris Financial Advisors has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Itineris Financial Advisors has never raised funding before.

Frequently asked questions

Itineris Financial Advisors is located in Walnut Creek, California, US.

You can reach Itineris Financial Advisors at +19254647057.

Itineris Financial Advisors was founded in 2011, making it 15 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Itineris Financial Advisors

Bill Pollak

Founder & Managing Principal

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