
| Revenue | $10 - $100 million See Exact Annual Revenue |
|---|---|
| Employees | 10 - 100Exact Company Size |
| Primary Industry | 523 Securities, Commodity Contracts & Other Financial Investments |
| Additional NAICS Codes | 52392 Portfolio Management |
| Address | 1111 Douglas Avenue Altamonte Springs, FL 32714 |
| Certified Financial Group | Revenue Est. ($ Million) | Growth Rate (%) | # Employees |
|---|---|---|---|
| 2025 | $10 - $100 million Details in Premium Report | ||
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| Certified Financial Group P&L | $ Millions |
|---|---|
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| Trademark | Date |
|---|---|
| STABILITY FOCUSED Financial planning; Financial planning for retirement; Financial portfolio management; Investment consultation; Financial services, namely, wealth management services | 07/19/2021 |
| GROWTH FOCUSED Financial planning; Financial planning for retirement; Financial portfolio management; Investment consultation; Financial services, namely, wealth management services | 07/19/2021 |
| CERTIFIED 401(K) PLAN Fiduciary and investment management services in the nature selecting and monitoring of retirement investment options offered in a pooled employer plan (PEP) | 07/08/2021 |
| Company | Headquarters | Revenue ($ MM) |
|---|---|---|
| CITIGROUP | Stamford, CT | 100 |
| FEDERAL HOME LOAN MORTGAGE | Mc Lean, VA | 78 |
| ADVISORTRUST | Sioux Falls, SD | 63 |
| STONEX GROUP | New York, NY | 59 |
| FIDELITY WORKPLACE SERVICES | Boston, MA | 37 |
| MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF | New York, NY | 36 |
| RITE-VALUE PHARMACY | Louisa, KY | 28 |
| GOLDMAN SACHS ASSET MANAGEMENT | New York, NY | 26 |
| TMH | Chattanooga, TN | 16 |
| Company | Headquarters | Revenue ($ MM) |
|---|---|---|
| ANDCO CONSULTING | Winter Park, FL | 100 |
| NUVIEW IRA | Longwood, FL | 82 |
| CAPACUITY CONSULTING | Lake Mary, FL | 31 |
| CERTIFIED FINANCIAL GROUP | Altamonte Springs, FL | 30 |
| G. A. REPPLE | Casselberry, FL | 29 |
| CAPACUITY | Lake Mary, FL | 27 |
| Company | Revenue ($ MM) |
|---|---|
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