


SDP Personalized Planning Revenue
Financial Services • Salt Lake City, Utah, United States • 1-10 Employees
SDP Personalized Planning 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 |
Key Contact at SDP Personalized Planning
Scott Phillips
Founder
Company overview
| Headquarters | 2245 S Preston St, Salt Lake City, UT 84106, US |
| Phone number | +18013638800 |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Comprehensive Financial Planning, Tax Planning, Retirement Planning, Business Planning, Insurance, Estate Planning, Retirement Income Planning, Cashflow & Budget Planning, Values-Based Financial Planning |
| Employees | 1-10 |
| Socials |
SDP Personalized Planning Email Formats
SDP Personalized Planning uses 1 email format. The most common is {first initial} (e.g., j@sdputahadvisors.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@sdputahadvisors.com | 100% |
About SDP Personalized Planning
SDP Personalized Planning is a company that provides financial planning services, including virtual family office, proactive planning platform, and resources. They help clients align their financial decisions with deepest-held values to ensure meaningful life.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
SDP Personalized Planning has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
SDP Personalized Planning has never raised funding before.
SDP Personalized Planning Tech Stack
Discover the technologies and tools that power SDP Personalized Planning's digital infrastructure, from frameworks to analytics platforms.
Web servers
JavaScript libraries
WordPress themes
JavaScript libraries
WordPress plugins
Programming languages
Advertising
Widgets
Blogs
Form builders
UI frameworks
SSL/TLS certificate authorities
Frequently asked questions
4.8
40,000 users



