Ulman Financial Revenue

Financial Services • United States • 1-10 Employees

Ulman Financial revenue & valuation

Annual revenue	$22,500,000
Revenue per employee	$11,221,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$71,900,000
Total funding	No funding

Key Contact at Ulman Financial

Jim Ulman

President

Company overview

Headquarters	United States
Phone number	+14105577045
Website	ulmanfinancial.com
NAICS	52
SIC	628
Keywords	Wealth Management, Financial Planning, Retirement Income Solutions
Founded	2003
Employees	1-10
Socials

About Ulman Financial

Ulman Financial is a comprehensive financial advisory firm that specializes in wealth management and retirement planning. We strive to offer an unparalleled level of personalized service so that each of our clients' financial plans are tailored to fit their specific needs. Our primary areas of focus are tax-efficient growth and income strategies and risk-sensitive asset allocation of a client's aggregate portfolio. Jim and Clay Ulman are LPL Financial Advisors. Please add them to your LinkedIn network to receive timely market and economic insights. Please visit our website, www.UlmanFinancial.com, for more information and follow us on Twitter: @UlmanFinancial.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Ulman Financial has never raised funding before.

Frequently asked questions

Ulman Financial is located in US.

You can reach Ulman Financial at +14105577045.

Ulman Financial generates an estimated annual revenue of $22,441,329. This revenue figure reflects the company's market position and business performance in its industry.

Ulman Financial has an estimated valuation of $71,900,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Ulman Financial was founded in 2003, making it 23 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Ulman Financial

Jim Ulman

President

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