Find Fiduciary Financial Advisors Revenue and Competitors

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Total Funding

Fintech

Industry

Estimated Revenue & Valuation

  • Find Fiduciary Financial Advisors's estimated annual revenue is currently $4M per year.(i)
  • Find Fiduciary Financial Advisors's estimated revenue per employee is $104,000

Employee Data

  • Find Fiduciary Financial Advisors has 38 Employees.(i)
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$1264.7M680388%$2.2BN/A
#2
$4M38N/AN/AN/A
#3
$5920M4444133%$547.3MN/A
#4
$3.5M34N/AN/AN/A
#5
$4.7M45-2%N/AN/A
#6
$3M0N/A$44MN/A
#7
$4.1M42N/A$4.7MN/A
#8
$3.3M32N/AN/AN/A
#9
$7.3M62N/AN/AN/A
#10
$523.8M2237N/AN/AN/A

LourdMurray was founded with the intent to provide conflict-free investment advice and offer investors an alternative to the Wall Street experience. In a traditional brokerage model, a broker's compensation is contingent upon product sales commissions, transaction charges, and/or advisory fees, therefore incentivizing excessive trades and pushing proprietary products. This compensation structure distorts the ultimate goal of maximizing client wealth. Conversely, the fee-only model employed by LourdMurray eliminates this conflict of interest and creates alignment between client and advisor; if clients make more or less money, so do we. Rather than pushing fads and products as with the traditional brokerage model, LourdMurray engages solutions that are carefully engineered to meet client goals. Based in Beverly Hills, LourdMurray's investment team consists of CFA charterholders, CFP's, and MBA's with substantial professional experience, that deliver institutional-grade investment advice tailored to each client's unique needs.

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Total Funding

38

Number of Employees

$4M

Revenue (est)

N/A

Employee Growth %

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Valuation

N/A

Accelerator

Find Fiduciary Financial Advisors News

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... time to find a fiduciary financial advisor who will dig in for you. ... Every week, Allworth Financial's Amy Wagner and Steve Sprovach...

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Want advice on working with your current financial adviser or ... To find a fiduciary, sites like FINRA's Broker Check or NAPFA's Find An...

2022-03-30 - How to Find a Financial Advisor for Estate Planning | Financial ...

Other estate planning designations include the chartered trust and estate planner (CTEP) and certified trust and fiduciary advisor (CTFA). Look...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$4.4M38-39%N/A
#2
$7.5M389%N/A
#3
$6.6M3812%$2.2M
#4
$7.5M38-10%N/A
#5
$7.5M380%N/A