Superior Planning | Family Office Revenue

Financial Services • San Diego, California, United States • 1-10 Employees

Superior Planning | Family Office revenue & valuation

Annual revenue	$24,300,000
Revenue per employee	$4,843,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$77,500,000
Total funding	No funding

Key Contact at Superior Planning | Family Office

Susan Ferrari

Executive Director

Company overview

Headquarters	9820 Willow Creek Rd, Suite 105, San Diego, California 92131, US
Phone number	+18585461046
Website	superplan.com
NAICS	52
SIC	628
Keywords	Strategic Planning, Tax Planning, Family Office, Wealth Management, Leadership, Estate Planning, Family Office Administration, Tactical Execution, Advisor Coordination
Founded	1982
Employees	1-10
Socials

Superior Planning | Family Office Email Formats

Superior Planning | Family Office uses 1 email format. The most common is {first initial} (e.g., j@superplan.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@superplan.com	100%

About Superior Planning | Family Office

Superior Planning | Family Office is an independent, multi-family office for high net worth individuals seeking an objective partner to bring order to the chaos and coordinate their advisory team. We see the big picture and are able to help families align their goals, vision, and values. It is our business to help you anticipate life’s challenges (major life events) and solve as many problems as possible - in advance - with strategic, effective, and proactive planning. Our goal is your financial peace of mind. Financial planning services offered through Superior Planning, Inc., a Registered Investment Advisor. Securities offered through Calton & Associates, Inc., member FINRA/SIPC, a registered Broker/Dealer. Investment advisory services offered through Carmel Capital Partners, LLC, a Registered Investment Advisor. Superior Planning, Inc., Calton & Associates, Inc., and Carmel Capital Partners, LLC are independent, non-affiliated entities.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Superior Planning | Family Office has never raised funding before.

Superior Planning | Family Office Tech Stack

Discover the technologies and tools that power Superior Planning | Family Office's digital infrastructure, from frameworks to analytics platforms.

jQuery CDN

CDN

HubSpot Cookie Policy Banner

Cookie compliance

Cloudflare Bot Management

Security

HubSpot CMS Hub

CMS

Goober

JavaScript libraries

Tiny Slider

JavaScript libraries

Microsoft 365

Cloudflare

CDN

jQuery

JavaScript libraries

HubSpot Analytics

Analytics

HTTP/3

Miscellaneous

HSTS

Security

Frequently asked questions

Superior Planning | Family Office is located in San Diego, California, US.

You can reach Superior Planning | Family Office at +18585461046.

Superior Planning | Family Office generates an estimated annual revenue of $24,210,831. This revenue figure reflects the company's market position and business performance in its industry.

Superior Planning | Family Office has an estimated valuation of $77,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Superior Planning | Family Office was founded in 1982, making it 44 years old. The company has established itself as a significant player in its industry over this time.

Superior Planning | Family Office has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Superior Planning | Family Office

Susan Ferrari

Executive Director

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