Parliament Wealth Management and Insurance Services
Financial Services • 
Costa Mesa, California, United States • 1-10 Employees
Company overview
| Headquarters | 3200 Park Center Dr., Ste. 1240, Costa Mesa, CA 92626, US |
| Phone number | +10644976 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Tax Planning, Insurance Solutions, Wealth Management, College Planning, Retirement Planning, Financial Planning, Investment Management, Legacy Planning, 401(K) Rollovers, Trusted Advisor, Savings Strategies |
| Founded | 2015 |
| Employees | 1-10 |
| Socials |
Key Contact at Parliament Wealth Management and Insurance Services
Annette Avila
Director of Client Experience
Parliament Wealth Management and Insurance Services Email Formats
Parliament Wealth Management and Insurance Services uses 2 email formats. The most common is {first initial} (e.g., j@parliamentwealth.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@parliamentwealth.com | 66.7% |
{first name} | john@parliamentwealth.com | 33.3% |
About Parliament Wealth Management and Insurance Services
Be Intentional With Your Money - At Parliament Wealth, we provide you with a strategy based in the belief that every financial decision you make should be well informed, aligned with your personal values, and ultimately create a better financial life for you and your family. Financial Planning and Investment Advisory Services offered through Sovran Advisors, LLC. Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA insurance license #0644976), member FINRA/SIPC. Fixed insurance products offered through Sovran Financial & Insurance Services, CA insurance license #6010594. Sovran and Cetera are not affiliated and under separate ownership from any other named entity. Branch number (949) 471 6810
Parliament Wealth Management and Insurance Services revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Parliament Wealth Management and Insurance Services has never raised funding before.
Parliament Wealth Management and Insurance Services Tech Stack
Discover the technologies and tools that power Parliament Wealth Management and Insurance Services's digital infrastructure, from frameworks to analytics platforms.
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