Planning Advisory Services

Financial Services • Santa Barbara, California 91308, United States • 1-10 Employees

Company overview

Headquarters	Santa Barbara, California 91308, United States
Phone number	+12016752225
Website	planning-advisory-services.com
NAICS	52
Keywords	Family Office, Wealth Management, Estate Planning, Tax Advisory, Philanthropic Advisory, Family Governance, Insurance Advisory, Liability Protection Planning, Luxury Asset Advisory, Pre-Event Planning, Trustee And Executor Services
Founded	2021
Employees	1-10

Key Contact at Planning Advisory Services

Alexander Popovich

Founder

Planning Advisory Services Email Formats

Planning Advisory Services uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@planning-advisory-services.com), used 100% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@planning-advisory-services.com	100%

About Planning Advisory Services

Providing families and family offices with comprehensive, conflict-free, proactive wealth planning. Think of us as a family CEO, helping families achieve optimal outcomes. With no products to sell, our sole focus is on the families we serve. We help ensure that advice our clients undertake and the advisors assisting are coordinated, comprehensive and current. We advise across all of a family’s households and remove geographical barriers. This results in the family receiving the best-in-class advice and advisors, in a coordinated, comprehensive and cost-efficient manner.

Planning Advisory Services revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Planning Advisory Services has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Planning Advisory Services has never raised funding before.

Planning Advisory Services Tech Stack

Discover the technologies and tools that power Planning Advisory Services's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

jQuery CDN

CDN

Lodash

JavaScript libraries

reCAPTCHA

Security

Squarespace Commerce

Ecommerce

jQuery

JavaScript libraries

Stimulus

JavaScript frameworks

HSTS

Security

Open Graph

Miscellaneous

core-js

JavaScript libraries

Cart Functionality

Ecommerce

YUI

JavaScript libraries

Frequently asked questions

Planning Advisory Services is located in Santa Barbara, California 91308, US.

You can reach Planning Advisory Services at +12016752225.

Planning Advisory Services was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.

Planning Advisory Services has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Planning Advisory Services

Alexander Popovich

Founder

4.8

40,000 users