Tellone Financial Services Revenue

Investment Management • Anaheim, California, United States • 1-10 Employees

Tellone Financial Services revenue & valuation

Annual revenue	$8,885,580
Revenue per employee	$889,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$28,500,000
Total funding	No funding

Key Contact at Tellone Financial Services

Ronda Mcneff

Loan Director

Company overview

Headquarters	6200 East Canyon Rim Road #201, Anaheim Hills, CA 92807, US
Phone number	+17149982290
Website	tellone.com
NAICS	5231
SIC	738
Keywords	Insurance Services, Asset Management, Financial Planning, Estate Planning, Taxes And Accounting
Founded	1986
Employees	1-10
Socials

Tellone Financial Services Email Formats

Tellone Financial Services uses 5 email formats. The most common is {first initial} (e.g., j@tellone.com), used 37.5% of the time.

Format	Example	Percentage
{first initial}	j@tellone.com	50%
{last name}	doe@tellone.com	25%
{first initial}{last name}	jdoe@tellone.com	12.5%
{first name}	john@tellone.com	12.5%

About Tellone Financial Services

The Tellone team takes a proactive approach to helping you develop a strategy to address your financial goals and objectives, using what they believe to be the most efficient methods available. Recognizing that everyone encounters challenges along the way, Tellone Financial strives to anticipate and address those situations before they occur. The company mission is to keep clients on track toward a meaningful and successful financial future. From the top-down, Tellone Financial is committed to putting clients first. This is aided by the fact that they are independent, fee-only, and 100% employee-owned, meaning that solutions are based only on client needs. Tellone Financial is not swayed by commissioned products, outside shareholders, or corporate mandates. Tellone Financial strives to provide the highest level of personal service within a warm and friendly environment. You are invited to discover and experience the positive impact that our services can have on your life.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Vice President

Manager

Employees by Department

Tellone Financial Services has 8 employees across 5 departments.

Departments

Number of employees

Funding Data

Tellone Financial Services has never raised funding before.

Tellone Financial Services Tech Stack

Discover the technologies and tools that power Tellone Financial Services's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

Cloudflare Bot Management

Security

Google Maps

Maps

scrollreveal

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

FMG Suite

Marketing automation

HSTS

Security

Datadog

Analytics

Google Analytics

Analytics

Bootstrap

UI frameworks

Google Hosted Libraries

CDN

Frequently asked questions

Tellone Financial Services is located in Anaheim, California, US.

You can reach Tellone Financial Services at +17149982290.

Tellone Financial Services generates an estimated annual revenue of $8,885,580. This revenue figure reflects the company's market position and business performance in its industry.

Tellone Financial Services has an estimated valuation of $28,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Tellone Financial Services was founded in 1986, making it 40 years old. The company has established itself as a significant player in its industry over this time.

Tellone Financial Services has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Tellone Financial Services

Ronda Mcneff

Loan Director

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