


SRS Capital Advisors
Financial Services • Denver, Colorado, United States • 11-20 Employees
Company overview
| Headquarters | 600 Grant Street, Suite 650, Denver, CO 80203, US |
| Phone number | +13036335900 |
| Websites | |
| NAICS | 52 |
| SIC | 621 |
| Founded | 2012 |
| Employees | 11-20 |
| Socials |
Key Contacts at SRS Capital Advisors
Patrick South
Managing Director
Philip Cook
Director Of Client Service
Melissa Seliquini
Director Of Financial Operations
SRS Capital Advisors Email Formats
SRS Capital Advisors uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@srscap.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@srscap.com | 100% |
About SRS Capital Advisors
SRS Capital Advisors is a privately owned independent Registered Investment Advisor specializing in customized investment platforms and highly sophisticated wealth planning solutions for high net worth families and individuals, businesses, and foundations. We deliver Integrated Wealth Management by providing two core groups of services designed to preserve and grow wealth: Asset Management -- * Customized and Integrated Portfolio Construction * Focus on Tax Aware Investing * Utilize our Proprietary Asset Allocation Methodology Integrated Financial Planning -- * Insurance and Tax Planning * Retirement Planning * Liability Management * Planning for Business Owners and Executives * Family Office Services For more information, please visit www.srscapitaladvisors.com.
SRS Capital Advisors revenue & valuation
| Annual revenue | $1,368,880 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
SRS Capital Advisors has 3 employees across 3 departments.
Departments
Number of employees
Funding Data
SRS Capital Advisors has never raised funding before.
SRS Capital Advisors Tech Stack
Discover the technologies and tools that power SRS Capital Advisors's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
Tag managers
Reverse proxies
CDN
UI frameworks
Analytics
Font scripts
Frequently asked questions
4.8
40,000 users



