


Strategic Partners Investment Advisors Revenue
Financial Services • Rye Brook, New York, United States • 1-10 Employees
Strategic Partners Investment Advisors revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Key Contacts at Strategic Partners Investment Advisors
David Press
Managing Director
John Gangi
Managing Director
Company overview
| Headquarters | 800 Westchester Avenue, Rye Brook, New York 10573, US |
| Website | |
| NAICS | 52 |
| Keywords | Municipal Bonds, Fixed Income, Portfolio Management |
| Founded | 2000 |
| Employees | 1-10 |
About Strategic Partners Investment Advisors
Strategic Partners Investment Advisors’ (SPIA) program enables you to acquire high income individual and family accounts, as well as distinguish yourself from the competition. We do this by providing a suite of services combined with variety of active and passive municipal bond strategies. Deep municipal bond expertise: These strategies allow you to satisfy the investment goals, constraints, individual and after-tax objectives of your clients. More than a money manager firm: Moreover, we approach our business from your point of view by providing highly individualized business consulting and support services. We can help you with objective advice about what type of municipal bond strategy might be right for your client, provide you with easy-to-understand portfolio analytics - even assist you with client presentations and materials. Sign up to our newsletter and/or follow us on LinkedIn to keep up on the latest insights in client service. If you have further questions or inquiries, please contact me at h.may@spiaportfolios.com.
Employees by Management Level
Total employees: 1-10
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Employees
Employees by Department
Strategic Partners Investment Advisors has 3 employees across 2 departments.
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Number of employees
Funding Data
Strategic Partners Investment Advisors has never raised funding before.
Strategic Partners Investment Advisors Tech Stack
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