Lion Financial Advisors / City Fiduciary Group Revenue

Investment Management • Portland, Oregon, United States • 1-10 Employees

Lion Financial Advisors / City Fiduciary Group revenue & valuation

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

Key Contact at Lion Financial Advisors / City Fiduciary Group

Lion Financing

Executive Director

Company overview

Headquarters	718 NE 12th Ave, Portland, OR 97232, US
Phone number	+15035056907
Website	lionfa.com
NAICS	5231
SIC	628
Keywords	Asset Management, Retirement Income Strategies, Pre-Retirement Planning, Pers Evaluation & Counseling
Founded	2010
Employees	1-10

About Lion Financial Advisors / City Fiduciary Group

I am a Financial Advisor registered through Securities America, Inc. I work in partnership with my clients to identify needs and establish goals, develop a plan, select appropriate financial strategies, and provide ongoing consultation in order to help my clients meet their financial objectives. My mission is to develop a trusted financial relationship with my clients by providing professional guidance, solutions based on their client’s needs, and a relaxed environment in which to discuss financial issues. These are the cornerstones of my business.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Lion Financial Advisors / City Fiduciary Group has never raised funding before.

Lion Financial Advisors / City Fiduciary Group Tech Stack

Discover the technologies and tools that power Lion Financial Advisors / City Fiduciary Group's digital infrastructure, from frameworks to analytics platforms.

Apache HTTP Server

Web servers

Sectigo

SSL/TLS certificate authorities

Frequently asked questions

Lion Financial Advisors / City Fiduciary Group is located in Portland, Oregon, US.

You can reach Lion Financial Advisors / City Fiduciary Group at +15035056907.

Lion Financial Advisors / City Fiduciary Group generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.

Lion Financial Advisors / City Fiduciary Group 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.

Lion Financial Advisors / City Fiduciary Group was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.

Lion Financial Advisors / City Fiduciary Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Lion Financial Advisors / City Fiduciary Group

Lion Financing

Executive Director

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