Penniall & Associates, now Bridge Advisory Revenue

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

Penniall & Associates, now Bridge Advisory revenue & valuation

Annual revenue	$12,500,000
Revenue per employee	$2,082,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$40,000,000
Total funding	No funding

Key Contact at Penniall & Associates, now Bridge Advisory

Tina Obradovich

Executive Director Of Employee Benefits

Company overview

Headquarters	123 South Marengo Ave, Suite 200, Pasadena, CA 91101, US
Phone number	+16267953062
Websites	penniall.com bridgeadvisory.com
NAICS	52
Keywords	Investments, Real Estate, Insurance Services, Wealth Management, Asset Management, Retirement Planning, Financial Planning, College Funding, Company Benefits, Business Successsion Planning
Founded	2002
Employees	1-10

About Penniall & Associates, now Bridge Advisory

Penniall & Associates is now operating as BRIDGE ADVISORY, LLC. The same company with expanded services for our current and future clients. Penniall & Associates is a family run firm with over a 35-year legacy in Pasadena, California now serving clients spanning four generations and that reside across the country. At our core, we believe in improving the lives of those we serve, by providing comprehensive wealth management services; covering financial & retirement planning, investment management, and strategies that build, preserve and protect your total wealth. We live by the hallmarks of trust and transparency. We do this by offering a simple fee structure and by leveraging technology to give clients real-time access to their financial plans and progress toward their goals. We work with our clients as a team to provide expert advice, that is always clear, transparent and thoughtful. It is our goal to provide our clients the guidance, education and roadmap they need to make significant progress towards their personal financial goals and to maximize the enjoyment of their success now and in the future.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Senior

Employees by Department

Penniall & Associates, now Bridge Advisory has 2 employees across 2 departments.

Departments

Number of employees

Funding Data

Penniall & Associates, now Bridge Advisory has never raised funding before.

Penniall & Associates, now Bridge Advisory Tech Stack

Discover the technologies and tools that power Penniall & Associates, now Bridge Advisory's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

reCAPTCHA

Security

SiteGround

Hosting

MailChimp for WordPress

Marketing automation

jQuery UI

JavaScript libraries

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

PHP

Programming languages

Akismet

WordPress plugins

WordPress

Blogs

MailChimp

Google Analytics

Analytics

Frequently asked questions

Penniall & Associates, now Bridge Advisory is located in Pasadena, California, US.

You can reach Penniall & Associates, now Bridge Advisory at +16267953062.

Penniall & Associates, now Bridge Advisory generates an estimated annual revenue of $12,488,508. This revenue figure reflects the company's market position and business performance in its industry.

Penniall & Associates, now Bridge Advisory has an estimated valuation of $40,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Penniall & Associates, now Bridge Advisory was founded in 2002, making it 24 years old. The company has established itself as a significant player in its industry over this time.

Penniall & Associates, now Bridge Advisory has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Penniall & Associates, now Bridge Advisory

Tina Obradovich

Executive Director Of Employee Benefits

4.8

40,000 users