Point Sur Advisors Revenue
Financial Services • 
Arroyo Grande, California, United States • 1-10 Employees
Point Sur Advisors revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Key Contact at Point Sur Advisors
Erika Bylund
President & Founder
Company overview
| Headquarters | 524 E Branch St, Arroyo Grande, California 93420, US |
| Phone number | +18055741621 |
| Website | |
| NAICS | 52 |
| Keywords | Investment Management, Life Insurance, Financial Planning, Disability Insurance, 401(K) Plans, Long-Term Care, Cash Balance & Pension Plans |
| Employees | 1-10 |
| Socials |
Point Sur Advisors Email Formats
Point Sur Advisors uses 2 email formats. The most common is {first initial} (e.g., j@pointsuradvisors.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@pointsuradvisors.com | 50% |
{first name} | john@pointsuradvisors.com | 50% |
About Point Sur Advisors
Point Sur Advisors establishes 401(k) profit sharing plans and pension plans for small- to mid-size companies and not-for-profit organizations. The company provides investment management and fiduciary support to plan sponsors and administrators. Investment education, advice, and full financial planning for plan participants are included in all retirement plan service engagements.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Point Sur Advisors has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Point Sur Advisors has never raised funding before.
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