LFA Private Wealth Management Revenue

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

LFA Private Wealth Management revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Key Contact at LFA Private Wealth Management

Kevin Bartel

Chief Executive Officer

Company overview

Headquarters	438 Ignacio Blvd, Novato, California 94949, US
Phone number	+14159246723
Website	lfaprivatewealth.com
NAICS	52
Keywords	Portfolio Construction, Asset Management, Financial Planning, Retirement
Founded	1970
Employees	1-10
Socials

LFA Private Wealth Management Email Formats

LFA Private Wealth Management uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@lfaprivatewealth.com), used 100% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@lfaprivatewealth.com	100%

About LFA Private Wealth Management

Welcome to LFA Private Wealth Management (LFA). For over 40 years, we’ve been helping individuals, families and small businesses reach their goals – all with the highest standards of personalized service and true customer commitment. Our mission is to always serve our clients with the very best financial planning, asset management and client service. Whether you're taking your first step or the next step, LFA is here to help you achieve the success you’re after. Disclosure: - Securities and advisory services offered through The Strategic Financial Alliance, Inc. (SFA), member FINRA/SIPC. Advisory services offered through Strategic Blueprint, LLC. SFA and Strategic Blueprint are affiliated through common ownership but otherwise unaffiliated with LFA Private Wealth Management. - Investments in securities involve risk, including the potential loss of principal invested. - We do not provide customer service or enable financial transactions through this site. - Should any client have questions or concerns that are specific to his or her account, please contact our office directly. - Do not post personal, account or transaction information anywhere on this site. - Opinions expressed herein are those of the author and do not necessarily reflect those of The Strategic Financial Alliance, Inc., its officers, directors, employees or associated persons.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

LFA Private Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

LFA Private Wealth Management has never raised funding before.

LFA Private Wealth Management Tech Stack

Discover the technologies and tools that power LFA Private Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

Cloudflare Bot Management

Security

Google Maps

Maps

scrollreveal

JavaScript libraries

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

FMG Suite

Marketing automation

HSTS

Security

Datadog

Analytics

Google Analytics

Analytics

Bootstrap

UI frameworks

Frequently asked questions

LFA Private Wealth Management is located in Novato, California, US.

You can reach LFA Private Wealth Management at +14159246723.

LFA Private Wealth Management generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.

LFA Private Wealth Management has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

LFA Private Wealth Management was founded in 1970, making it 56 years old. The company has established itself as a significant player in its industry over this time.

LFA Private Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at LFA Private Wealth Management

Kevin Bartel

Chief Executive Officer

4.8

40,000 users