My Advisor & Planner

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

65 N River Ln Ste 212, Geneva, Illinois,...

Phone Number

(630) 457-4068

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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1

About My Advisor & Planner

My Advisor & Planner LLC (MAP) is a private wealth management team that focuses on ensuring clients' lifestyle and legacy through expert financial planning and investing services. Their offerings are tailored to meet the unique needs of individuals seeking professional guidance in managing their wealth. The company primarily serves private clients looking for personalized financial strategies. MAP operates with an emphasis on privacy and discretion in their client relations.Explore more
My Advisor & Planner's Social MediaPopular SearchesMy Advisor & Planner LLCAdvisor & Planner LLCMy Advisor & PlannerMy Advisor Planner LLCAdvisor & PlannerSIC Code 62,628NAICS Code 52,523Show more

My Advisor & Planner Org Chart

PhoneEmail
MH
United States flag for contact location.

Manager, Wealth

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

My Advisor & Planner

<$5M
1-10
Private
-
2015
MH
Michael HolevasManager, Wealth
<$5M
11-50
Private
-
-
DD
Davis DunnManager, Operations
<$5M
1-10
Private
-
2006
DZ
David ZumbuschCertified Financial Planner
<$5M
1-10
Private
-
2017
N/A
<$5M
1-10
Private
-
2019
JA
Julie AbbeyManager, Client Services
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1987
SR
Scott RoyalFounder & CEO
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

My Advisor & Planner is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

My Advisor & Planner is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about My Advisor & Planner.

My Advisor & Planner Tech Stack

A closer look at the technologies used by My Advisor & Planner

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Frequently Asked Questions Regarding My Advisor & Planner

What is My Advisor & Planner's official website?
My Advisor & Planner's official website is www.mapyourfuture.net
What is My Advisor & Planner's Revenue?
My Advisor & Planner's revenue is <$5 Million
What is My Advisor & Planner's SIC code?
My Advisor & Planner's SIC: 62,628
What is My Advisor & Planner's NAICS code?
My Advisor & Planner's NAICS: 52,523
How many employees does My Advisor & Planner have?
My Advisor & Planner has 1-10 employees
What industry does My Advisor & Planner belong to?
My Advisor & Planner is in the industry of: Finance, Securities Trading
What is My Advisor & Planner competition?
My Advisor & Planner top competitors include: Cornerstone Wealth Management, LifeWorth Financial, Wealth Management Group, Nick Weber Wealth
What technology does My Advisor & Planner use?
Some of the popular technologies that My Advisor & Planner uses are: GoCentral, YouTube, GoDaddy DNS, GoDaddy SSL Certificates
How do I contact My Advisor & Planner?
My Advisor & Planner contact info: Phone number: (630) 457-4068 Website: www.mapyourfuture.net
What does My Advisor & Planner do?

My Advisor & Planner LLC (MAP) is a private wealth management team that focuses on ensuring clients' lifestyle and legacy through expert financial planning and investing services. Their offerings are tailored to meet the unique needs of individuals seeking professional guidance in managing their wealth. The company primarily serves private clients... looking for personalized financial strategies. MAP operates with an emphasis on privacy and discretion in their client relations.Read More

What are My Advisor & Planner social media links?
My Advisor & Planner Linkedin page My Advisor & Planner Facebook page
Is My Advisor & Planner a public company?
My Advisor & Planner is private company therefore does not currently have an official ticker symbol
See more information about My Advisor & Planner

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