Kanani Advisory Group Revenue

Financial Services • Irvine, California, United States • 1-10 Employees

Kanani Advisory Group revenue & valuation

Annual revenue	$598,885
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,000,000
Total funding	No funding

Key Contacts at Kanani Advisory Group

Katherine Wheaton

Director Of Business Operations

Veronica Felipe

Director Of Business

Company overview

Headquarters	16440 Bake Pkwy, Suite 150, Irvine, California 92618, US
Phone number	+19495027006
Website	kananiadvisorygroup.com
NAICS	52
SIC	628
Keywords	Risk Management, Insurance Planning, Wealth Management, Retirement Planning, Legacy Planning, Tax Reduction Strategies
Founded	1998
Employees	1-10
Socials

Kanani Advisory Group Email Formats

Kanani Advisory Group uses 2 email formats. The most common is {first name} (e.g., john@kananiadvisorygroup.com), used 66.7% of the time.

Format	Example	Percentage
{first name}	john@kananiadvisorygroup.com	66.7%
{first initial}	j@kananiadvisorygroup.com	33.3%

About Kanani Advisory Group

Kanani Advisory Group started in 1998. Since that time we've had the privilege of helping hundreds of clients who were nearing retirement or already enjoying it. We take our job as financial advisors seriously and consider it extremely rewarding, bringing a sense of freedom and security to our clients. Although you might retire, your dreams won't. No matter what stage of life you are in, our staff at Kanani Advisory Group can help you develop a plan to achieve your dreams. Our clients are like members of our family. We pride ourselves in the level of service and care we provide.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Entry

Employees by Department

Kanani Advisory Group has 3 employees across 2 departments.

Departments

Number of employees

Funding Data

Kanani Advisory Group has never raised funding before.

Kanani Advisory Group Tech Stack

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

SiteGround

Hosting

Site Kit

Analytics

Swiper

JavaScript libraries

Google Maps

Maps

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

PHP

Programming languages

Calendly

Appointment scheduling

WordPress

Blogs

Google Analytics

Analytics

YouTube

Video players

Yoast SEO

SEO

Frequently asked questions

Kanani Advisory Group is located in Irvine, California, US.

You can reach Kanani Advisory Group at +19495027006.

Kanani Advisory Group generates an estimated annual revenue of $598,885. This revenue figure reflects the company's market position and business performance in its industry.

Kanani Advisory Group has an estimated valuation of $2,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Kanani Advisory Group was founded in 1998, making it 28 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contacts at Kanani Advisory Group

Katherine Wheaton

Director Of Business Operations

Veronica Felipe

Director Of Business

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