


The Financial Advisory Group
Financial Services • York Township, Pennsylvania, United States • 1-10 Employees
Company overview
| Headquarters | 45 Wyntre Brooke Dr, York, Pennsylvania 17403, US |
| Phone number | +17177413665 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investment Management, Retirement Planning, Financial Planning |
| Founded | 2003 |
| Employees | 1-10 |
| Socials |
Key Contact at The Financial Advisory Group
Mary Winand
Director of Financial Planning
About The Financial Advisory Group
Independent RIA located in York, PA offering flat-fee financial planning and ongoing asset management. Securities and advisory services offered through LPL Financial, a registered investment adviser. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. •Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. •The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
The Financial Advisory Group revenue & valuation
| Annual revenue | $8,997,481 |
| Revenue per employee | $2,250,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $28,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
The Financial Advisory Group has never raised funding before.
The Financial Advisory Group Tech Stack
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