Streamline Financial Services Revenue

Financial Services • Warrenville, Illinois, United States • 11-20 Employees

Streamline Financial Services revenue & valuation

Annual revenue	$1,026,660
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,300,000
Total funding	No funding

Key Contacts at Streamline Financial Services

Dave Zoller

Owner

Tim Meisenheimer

Ceo & Managing Partner

Company overview

Headquarters	27575 Ferry Rd Suite D, Napverville, IL 60555, US
Phone number	+16303555955
Website	streamlineplanning.com
NAICS	52
Keywords	Investment Advice, Retirement Income Planning, Charitable Giving
Founded	1999
Employees	11-20
Socials

Streamline Financial Services Email Formats

Streamline Financial Services uses 2 email formats. The most common is {first initial} (e.g., j@streamlineplanning.com), used 80% of the time.

Format	Example	Percentage
{first initial}	j@streamlineplanning.com	80%
{first name}	john@streamlineplanning.com	20%

About Streamline Financial Services

Thinking About Your Retirement? We're Here For You. Our Free Retirement Planning Session will help bring clarity to your financial life and will ensure your setting yourself up for a successful and secure retirement. Registered representative of and securities offered through LaSalle St. Securities LLC (LSS), member FINRA/SIPC. Advisory services offered through LaSalle St. Investment Advisors (LSIA), a Registered Investment Advisor. Streamline Financial Services is not affiliated with LaSalle St. Securities LLC or LSIA. LSS and LSIA are affiliated companies.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

C-Suite

Founder/Owner

Employees by Department

Streamline Financial Services has 6 employees across 4 departments.

Departments

Number of employees

Funding Data

Streamline Financial Services has never raised funding before.

Frequently asked questions

Streamline Financial Services is located in Warrenville, Illinois, US.

You can reach Streamline Financial Services at +16303555955.

Streamline Financial Services generates an estimated annual revenue of $1,026,660. This revenue figure reflects the company's market position and business performance in its industry.

Streamline Financial Services has an estimated valuation of $3,300,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Streamline Financial Services was founded in 1999, making it 27 years old. The company has established itself as a significant player in its industry over this time.

Streamline Financial Services has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Streamline Financial Services

Dave Zoller

Owner

Tim Meisenheimer

Ceo & Managing Partner

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