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Sheri's Financial Administrative Assistance Revenue

Financial ServicesFlag of USLakewood Ranch, Florida, United States1-10 Employees

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Sheri's Financial Administrative Assistance revenue & valuation

Annual revenue$171,110
Revenue per employee$86,000
Estimated valuation?$547,552
Total fundingNo funding

Key Contact at Sheri's Financial Administrative Assistance

Flag of US

Sheri Dermangian

Business Owner

Company overview

Headquarters630 Honeyflower Loop, Bradenton, Florida 34212, US
Phone number+19419933749
Website
NAICS52
Keywords
Special Projects, Fee Billing, New Business Processing, Crm Setup And Maintenance, Nigo Tracking And Resolution, Oversee Custodial Conversions, Portfolio Management Setup And Maintenance, Toa Tracking, Trade Request Submission, Client Meeting Preparation
Employees1-10
Socials

Sheri's Financial Administrative Assistance Email Formats

Sheri's Financial Administrative Assistance uses 1 email format. The most common is {first initial} (e.g., j@sfaallc.com), used 100% of the time.

FormatExamplePercentage
{first initial}
j@sfaallc.com
100%

About Sheri's Financial Administrative Assistance

Sheri's Financial Administrative Assistance, LLC is all about changing the way advisors do business. With over 18 years' financial experience, I have seen first hand the struggles that advisors face. They are trying to process all of their own paperwork while trying to run their business. We are here to provide virtual administrative assistance and will take on those tasks for you by providing efficient and quality work so that you have time to concentrate on what matters most, growing your business and meeting your existing clients.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Sheri's Financial Administrative Assistance has never raised funding before.

Frequently asked questions

Sheri's Financial Administrative Assistance is located in Lakewood Ranch, Florida, US.
You can reach Sheri's Financial Administrative Assistance at +19419933749.
Sheri's Financial Administrative Assistance generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.
Sheri's Financial Administrative Assistance has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Sheri's Financial Administrative Assistance has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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40,000 users

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tier 1 accuracy

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