Strategic CPA Investment & Wealth Management Revenue

Investment Management • United States • 1-10 Employees

Strategic CPA Investment & Wealth Management revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at Strategic CPA Investment & Wealth Management

Jason Lillmars

Owner

Company overview

Headquarters	United States
Phone number	+16163417568
Website	strategiccpaplanner.com
NAICS	5231
SIC	628
Keywords	Tax-Smart Wealth Management
Employees	1-10

About Strategic CPA Investment & Wealth Management

Tax-Smart Wealth Management. Want to keep more of your money? Combine the power of a tax-focused CPA with comprehensive financial planning. Securities offered through Avantax Investment Services SM, Member FINRA, SIPC www.finra.org www.sipc.org Investment advisory services offered through Avantax Advisory Services SM Insurance services offered through an Avantax Affiliated Insurance Agency Please visit avantaxwealthmanagement.com/social_policy for more information. http://brokercheck.finra.org

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Strategic CPA Investment & Wealth Management has never raised funding before.

Frequently asked questions

Strategic CPA Investment & Wealth Management is located in US.

You can reach Strategic CPA Investment & Wealth Management at +16163417568.

Strategic CPA Investment & Wealth Management generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

Strategic CPA Investment & Wealth Management has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Strategic CPA Investment & Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Strategic CPA Investment & Wealth Management

Jason Lillmars

Owner

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