Lanai Financial Solutions

Investment Management • 820 Bay Ave, Suite 101, United States • 1-10 Employees

Company overview

Headquarters	820 Bay Ave, Suite 101, Capitola, California 95010, US
Phone number	+18314767300
Websites	lanaifinancialsolutions.com lanaifinancial.com
NAICS	5231
SIC	628
Employees	1-10
Socials

Key Contact at Lanai Financial Solutions

Christine Mcbroom

Owner/ President/ Wealth Advisor, RJFS

About Lanai Financial Solutions

At Lanai Financial Solutions we give you the personal attention you need to help you make the right decisions for your situation - and feel confident you have. That's because we have access to comprehensive support and a full range of resources from a global - and yet highly personal financial services firm. • Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Lanai Financial Solutions is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm

Lanai Financial Solutions revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$821,328
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Lanai Financial Solutions has never raised funding before.

Frequently asked questions

Lanai Financial Solutions is located in 820 Bay Ave, Suite 101, US.

You can reach Lanai Financial Solutions at +18314767300.

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

Key Contact at Lanai Financial Solutions

Christine Mcbroom

Owner/ President/ Wealth Advisor, RJFS

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