Planning Alternatives Revenue

Financial Services • Birmingham, Michigan, United States • 21-50 Employees

Planning Alternatives revenue & valuation

Annual revenue	$27,800,000
Revenue per employee	$816,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$88,800,000
Total funding	No funding

Key Contacts at Planning Alternatives

Timothy Hanna

Director Of Investments

Lisette Leclerc Nelson

Director Of Operations

Ed Shaw

Co-Founder, Wealth Advisor

Company overview

Headquarters	255 S Old Woodward Ave, 310, Birmingham, Michigan 48009, US
Phone number	+18006451710
Website	planningalt.com
NAICS	52
SIC	628
Keywords	Wealth Management, Retirement Planning, Portfolio Management, Financial Planning
Founded	1982
Employees	21-50
Socials

Planning Alternatives Email Formats

Planning Alternatives uses 4 email formats. The most common is {first initial}.{last name} (e.g., j.doe@planningalt.com), used 44.4% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@planningalt.com	77.7%
{first name}.{last name}	john.doe@planningalt.com	22.2%

About Planning Alternatives

Planning Alternatives is an independent wealth management firm that has served clients since 1983. Our clients value objectivity, personalized service and our unwavering commitment to serving their best interests. Contact us today to discover how we can help you make smart decisions with your wealth.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Manager

Director

Employees by Department

Planning Alternatives has 15 employees across 6 departments.

Departments

Number of employees

Funding Data

Planning Alternatives has never raised funding before.

Planning Alternatives Tech Stack

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

reCAPTCHA

Security

Cloudflare Bot Management

Security

Gravity Forms

Form builders

AddToAny Share Buttons

WordPress plugins

Material Design Lite

UI frameworks

HubSpot CMS Hub

CMS

Goober

JavaScript libraries

Google Maps

Maps

Envoy

Reverse proxies

Beaver Builder

WordPress plugins

Microsoft 365

jQuery Migrate

JavaScript libraries

Frequently asked questions

Planning Alternatives is located in Birmingham, Michigan, US.

You can reach Planning Alternatives at +18006451710.

Planning Alternatives generates an estimated annual revenue of $27,734,242. This revenue figure reflects the company's market position and business performance in its industry.

Planning Alternatives has an estimated valuation of $88,800,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Planning Alternatives was founded in 1982, making it 44 years old. The company has established itself as a significant player in its industry over this time.

Planning Alternatives has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.