LSIA Wealth Management
Financial Services • 
Bloomfield Hills, Michigan, United States • 1-10 Employees
Company overview
| Headquarters | 39533 Woodward Avenue, Suite 307, Bloomfield Hills, Michigan 48304, US |
| Phone number | +14144591759 |
| Website | |
| NAICS | 52 |
| Keywords | Risk Management, Tax Planning, Investment Planning, Insurance Planning, Estate Planning, Retirement Income Planning, Socially Responsible Investing, General Financial Planning |
| Founded | 2008 |
| Employees | 1-10 |
| Socials |
Key Contacts at LSIA Wealth Management
Dan Kostaroff
Owner & President
Mark Shank
Owner
Kristine Hollister
Owner & Chief Business Officer
Franciscus Prahastanto
Director
Ras Robinson
Managing Director
LSIA Wealth Management Email Formats
LSIA Wealth Management uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@my-lsia.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@my-lsia.com | 100% |
About LSIA Wealth Management
We’re redefining the wealth management experience and what Comprehensive, Customization, Transparency, and Value means for you. For years, investment firms and banks have spent billions of dollars marketing these concepts, yet if you are like most, you’ve likely had a completely different experience. Overpromising and underdelivering. That way did not work for us, so we set out to change it. Click the "+ Follow" button above and follow us on LinkedIn to learn how a redefined wealth management experience can benefit you. LSIA Social Media Disclosure: https://my-lsia.com/social-media-at-lsia/
LSIA Wealth Management revenue & valuation
| Annual revenue | $769,995 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
LSIA Wealth Management has 9 employees across 6 departments.
Departments
Number of employees
Funding Data
LSIA Wealth Management has never raised funding before.
LSIA Wealth Management Tech Stack
Discover the technologies and tools that power LSIA Wealth Management's digital infrastructure, from frameworks to analytics platforms.
Hosting
Analytics
JavaScript libraries
WordPress themes
Page builders
JavaScript libraries
Font scripts
JavaScript libraries
Programming languages
Security
France
Canada
Chile
South AfricaFrequently asked questions
4.8
40,000 users
