

The Lotter Group Revenue
Financial Services • Newport Beach, California, United States • 11-20 Employees
The Lotter Group revenue & valuation
| Annual revenue | $7,949,364 |
| Revenue per employee | $497,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $25,500,000 |
| Total funding | No funding |
Key Contacts at The Lotter Group
Sheila Tedtaotao
Director Of Recruiting And Licensing
Stone Zhao
Director
Company overview
| Headquarters | Newport Beach, California, United States |
| Phone number | +18885688375 |
| Website | |
| NAICS | 52 |
| Employees | 11-20 |
| Socials |
The Lotter Group Email Formats
The Lotter Group uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@ralotter.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@ralotter.com | 66.7% |
{first name}{last name} | johndoe@ralotter.com | 33.3% |
About The Lotter Group
For the past 25 years, the Lotter Group has provided sound financial planning and financial products to thousands of school teachers in California. The Lotter Group is known for its client loyalty and unparalleled integrity. Company Mission: *Be truthful when explaining products and concepts *Never misrepresent your affiliations *Deliver more than what you are asked for *Pursue further education and training *Follow a needs-based selling standard Specialties: *Tax Strategy *Estate Planning *Risk Management *Brokerage Services *Retirement Products *Core Benefits
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
The Lotter Group has 9 employees across 5 departments.
Departments
Number of employees
Funding Data
The Lotter Group has never raised funding before.
Frequently asked questions
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