The Todd & Lisa Halbrook Center for Investment & Wealth Management (CIWM)

Higher Education • Irvine, California, United States • 1-10 Employees

Company overview

Headquarters	University of California Irvine, 4293 Pereira Drive, Suite 3400, Irvine, CA 92697-3125, US
Website	uci.edu
NAICS	6112
Founded	2005
Employees	1-10
Socials

Key Contact at The Todd & Lisa Halbrook Center for Investment & Wealth Management (CIWM)

Adriana Lucas

Associate Director

About The Todd & Lisa Halbrook Center for Investment & Wealth Management (CIWM)

Our Vision The Todd and Lisa Halbrook Center for Investment and Wealth Management (CIWM) provides discussion, study and application of financial education for all. The Center offers leadership and serves as a resource for financial education with goals of increasing financial literacy, minimizing financial instability for the benefit of society and training the next generation of financial industry leaders. Our Mission -To provide financial education for individuals across all socioeconomic backgrounds to: -Empower individuals at all stages of life to make smart financial decisions -Provide opportunities for students, the public and financial services professionals to enhance their financial knowledge -Connect the business community with the next generation of financial industry leaders for professional networking and mentorship opportunities

The Todd & Lisa Halbrook Center for Investment & Wealth Management (CIWM) revenue & valuation

Annual revenue	$598,885
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Higher Education industry and current estimated revenues	$2,000,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Intern

Director

Manager

Employees by Department

The Todd & Lisa Halbrook Center for Investment & Wealth Management (CIWM) has 3 employees across 2 departments.

Departments

Number of employees

Funding Data

The Todd & Lisa Halbrook Center for Investment & Wealth Management (CIWM) has never raised funding before.

Frequently asked questions

The Todd & Lisa Halbrook Center for Investment & Wealth Management (CIWM) is located in Irvine, California, US.

The Todd & Lisa Halbrook Center for Investment & Wealth Management (CIWM) was founded in 2005, making it 21 years old. The company has established itself as a significant player in its industry over this time.

The Todd & Lisa Halbrook Center for Investment & Wealth Management (CIWM) has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at The Todd & Lisa Halbrook Center for Investment & Wealth Management (CIWM)

Adriana Lucas

Associate Director

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