The Investment Center
Financial Services • 
Bedminster, New Jersey, United States • 51-100 Employees
Company overview
| Headquarters | 1420 Route 206 North, Bedminster, NJ 07921, US |
| Website | |
| NAICS | 52 |
| Keywords | Back Office Support, Financial Services, Broker-Dealer, Technology, Practice Management, Advisor Marketing |
| Founded | 1986 |
| Employees | 51-100 |
Key Contacts at The Investment Center
Ashley Villaescusa
Director Of Accounting
Richard Bell
Owner
The Investment Center Email Formats
The Investment Center uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@investmentctr.com), used 80% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@investmentctr.com | 80% |
{first name}{last name} | johndoe@investmentctr.com | 10% |
{last name}{last name} | doedoe@investmentctr.com | 10% |
About The Investment Center
The Investment Center, Inc. is an award-winning independent broker-dealer headquartered in Bedminster, NJ. For over 35 years The Investment Center has had one focus – the success of every advisor who partners with us. Combining a wide selection of non-proprietary investment and insurance products with an uncompromising level of personal support, The Investment Center is dedicated to giving our advisors everything they need to succeed. Affiliate with The Investment Center and discover what is possible when the focus of an award-winning company is on you. Call us at 800-345-8041. There is a reason The Investment Center is an eight-time winner of Investment Advisors Magazine’s broker-dealer of the year – we offer a level of personalized service that larger firms can’t match. By joining The Investment Center an advisor has full access to a diverse team of highly accomplished experts in our field, including finance, marketing, technology, and practice management. Our approach gives advisors the flexibility to run their business the way they choose. Because we refrain from offering proprietary products, our advisors are free to choose from a broad range of traditional brokerage products, mutual funds, insurance products and fee-based solutions. Our product selection coupled with an infrastructure designed to meet an advisor’s needs in a timely manner, ultimately results in an enhanced advisor-client relationship. Our practice management experts offer proven strategies in client acquisition and retention to help our advisors reach their specific goals and objectives. The Investment Center, Inc. is registered to conduct securities business in all 50 States, and is a member of both the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC).
The Investment Center revenue & valuation
| Annual revenue | $6,159,960 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $19,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
The Investment Center has 20 employees across 4 departments.
Departments
Number of employees
Funding Data
The Investment Center has never raised funding before.
The Investment Center Tech Stack
Discover the technologies and tools that power The Investment Center's digital infrastructure, from frameworks to analytics platforms.
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