Lobdell & Lane Wealth Management Revenue

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

Lobdell & Lane 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 Lobdell & Lane Wealth Management

Simone Lane

Owner

Company overview

Headquarters	831 E 2nd Street, Suite 101, Benicia, CA 94510, US
Phone number	+17076003981
Website	lobdellandlane.com
NAICS	52
Keywords	Financial, Wealth Building, Advisor
Founded	2003
Employees	1-10

Lobdell & Lane Wealth Management Email Formats

Lobdell & Lane Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@lobdellandlane.com), used 100% of the time.

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

About Lobdell & Lane Wealth Management

Lobdell & Lane Wealth Management is an independent investment advisory firm with offices in Benicia, CA. We provide comprehensive wealth management, financial advisory and retirement planning services, financial consulting and planning. Securities offered through Cetera Advisors LLC, a registered broker-dealer, (doing insurance business in CA as CFGA Insurance Agency LLC - CA Insurance Lic #0I32305), a registered broker-dealer, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera firms are under separate ownership from any other named entity.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Lobdell & Lane Wealth Management has never raised funding before.

Frequently asked questions

Lobdell & Lane Wealth Management is located in Benicia, California, US.

You can reach Lobdell & Lane Wealth Management at +17076003981.

Lobdell & Lane 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.

Lobdell & Lane 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.

Lobdell & Lane Wealth Management was founded in 2003, making it 23 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Lobdell & Lane Wealth Management

Simone Lane

Owner

4.8

40,000 users