Phase 3 Advisory Services
Financial Services • 
Vernon, Illinois, United States • 1-10 Employees
Company overview
| Headquarters | 1110 W. Lake Cook Road # 265, Buffalo Grove, IL 60089, US |
| Phone number | +18475205545 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Insurance Planning, Retirement Planning, Financial Planning, Investment Management, Small Business Financial Management |
| Employees | 1-10 |
| Socials |
Key Contact at Phase 3 Advisory Services
John Bever
President
Phase 3 Advisory Services Email Formats
Phase 3 Advisory Services uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@phase3advisory.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@phase3advisory.com | 50% |
{first name}.{last name} | john.doe@phase3advisory.com | 50% |
About Phase 3 Advisory Services
Phase 3 Advisory Services helps small business owners, working professionals and retirees improve and preserve their standard of living through the use of prudent and effective financial management. Services available through Phase 3 include business planning, personal financial planning and professional investment management services. Also look for us at www.phase3advisory.com
Phase 3 Advisory Services revenue & valuation
| Annual revenue | $32,900,000 |
| Revenue per employee | $4,106,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $105,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Phase 3 Advisory Services has 6 employees across 3 departments.
Departments
Number of employees
Funding Data
Phase 3 Advisory Services has never raised funding before.
Phase 3 Advisory Services Tech Stack
Discover the technologies and tools that power Phase 3 Advisory Services's digital infrastructure, from frameworks to analytics platforms.
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India
Australia
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Frequently asked questions
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