Klein Financial Advisors Revenue

Financial Services • Newport Beach, California, United States • 1-10 Employees

Klein Financial Advisors revenue & valuation

Annual revenue	$1,958,753
Revenue per employee	$653,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$6,300,000
Total funding	No funding

Key Contact at Klein Financial Advisors

John Klein

President

Company overview

Headquarters	4299 MacArthur Blvd., Suite 100, Newport Beach, CA 92660, US
Phone number	+19494774990
Websites	kleinadvisors.com kleinfinancial.com
NAICS	52
SIC	628
Keywords	Tax Planning, Retirement Planning, Investment Management, Divorce Financial Planning, Financial Planning For Widows, Fee-Only Financial Planning
Founded	2003
Employees	1-10
Socials

Klein Financial Advisors Email Formats

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

Format	Example	Percentage
{first initial}	j@kleinadvisors.com	100%

About Klein Financial Advisors

Klein Financial Advisors, Inc. is dedicated to helping our clients plan for a lifetime of financial security. Based in Newport Beach, California, we provide fee-only investment management and financial planning services to help our clients live their ideal life. Our personal mission is to help independent women gain the confidence to navigate life's transitions. We do this by partnering with them and providing the knowledge and tools they need to make smart decisions about their finances and their future and, ultimately, to achieve peace of mind through careful planning. As fiduciary consultants, we always put our clients' interests first. We receive or pay no commissions or referral fees for the products we recommend and we operate with no conflicts of interest. As a result, our clients are assured that all the guidance we provide is focused solely on their best interests.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Klein Financial Advisors has never raised funding before.

Frequently asked questions

Klein Financial Advisors is located in Newport Beach, California, US.

You can reach Klein Financial Advisors at +19494774990.

Klein Financial Advisors generates an estimated annual revenue of $1,958,753. This revenue figure reflects the company's market position and business performance in its industry.

Klein Financial Advisors has an estimated valuation of $6,300,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Klein Financial Advisors was founded in 2003, making it 23 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Klein Financial Advisors

John Klein

President

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