NAPFA - National Association of Personal Financial Advisors Revenue
Financial Services • 
Chicago, Illinois, United States • 21-50 Employees
NAPFA - National Association of Personal Financial Advisors revenue & valuation
| Annual revenue | $11,700,000 |
| Revenue per employee | $255,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $37,400,000 |
| Total funding | No funding |
Key Contacts at NAPFA - National Association of Personal Financial Advisors
Spencer Bone
Managing Director Of Member Experience
Kathryn Dattomo
Chief Executive Officer
Hammad Pasha
Small Business Owner
Company overview
| Headquarters | 8700 W. Bryn Mawr Ave., Suite 700N, Chicago, IL 60131, US |
| Phone number | +18883336659 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 1983 |
| Employees | 21-50 |
| Socials |
NAPFA - National Association of Personal Financial Advisors Email Formats
NAPFA - National Association of Personal Financial Advisors uses 1 email format. The most common is {last name}{first initial} (e.g., doej@napfa.org), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{last name}{first initial} | doej@napfa.org | 100% |
About NAPFA - National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors is the nation’s leading organization of Fee-Only comprehensive financial planning professionals. Since 1983, NAPFA's ranks have enjoyed steady growth, operating under a strict code of ethics and our widely recognized definition of Fee-Only compensation. NAPFA members are trusted, objective financial advisors for consumers and institutions alike. Individuals join NAPFA to enhance skills, market services and be a part of a collective, influential voice on matters that affect them and their clients. Through the Find an Advisor search function NAPFA offers consumers access to truly comprehensive, strictly Fee-Only financial advisors. At NAPFA, it is all based on a simple, straightforward mission. Professionals who become a NAPFA-Registered Financial Advisor are committed to the Core Values of the organization and agree to follow the NAPFA Fiduciary Oath and Code of Ethics. Mission - To promote the public interest by advancing the financial planning profession and supporting our members consistent with our core values. Core Values: Competency: Requiring the highest standards of proficiency in the industry. Comprehensive: Practicing a holistic approach to financial planning. Compensation: Using a Fee-Only model that facilitates objective advice. Client-centered: Committing to a fiduciary relationship that ensures the client's interest is always first. Complete Disclosure: Providing an explanation of fees and potential conflicts of interest. Vision - The public recognizes that NAPFA advocates the highest standards for personal financial planning and that NAPFA-Registered Financial Advisors are the most trusted advisors of choice.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
NAPFA - National Association of Personal Financial Advisors has 6 employees across 4 departments.
Departments
Number of employees
Funding Data
NAPFA - National Association of Personal Financial Advisors has never raised funding before.
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