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Advisor

Finance · Newport Beach, California

FinancialFinance
Newport Beach, California, United States7 employees$1.1M revenue

Products & Services

FinancialFinanceFinancial Services

About Advisor

Advisor is a company classified under Portfolio Management and Investment Advice, based in Newport Beach, California, United States, operating in Financial Services, employing 6-10 people and reporting $1M-$5M in annual revenue.

Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Advisor is one of 455,764 Financial companies listed in California.

Business Contact Information

Phone
+1 (949) 7216100
Address
520 Newport Center Dr, Newport Beach, California, 92660, United States

Industry & Classification

Industry
Financial
Sector
Finance
Segment
Financial Services
IndustryFinancialFinanceFinancial Services

NAICS Codes

  • 52Finance and Insurance
  • 5239Other Financial Investment Activities
  • 523940Portfolio Management and Investment Advice

SIC Codes

  • 62Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 628Services Allied With The Exchange Of Securities
  • 6282Investment Advice

Company Details

Employees
7 (6-10)
Annual Revenue
$1.1M ($1M-$5M)

Advisor: frequently asked questions

What does Advisor do?

Advisor is a company classified under Portfolio Management and Investment Advice, based in Newport Beach, California, United States, operating in Financial Services, employing 6-10 people and reporting $1M-$5M in annual revenue.

Where is Advisor located?

Advisor is headquartered at 520 Newport Center Dr, Newport Beach, California, 92660, United States.

How many employees does Advisor have?

Advisor has about 7 employees (the 6-10 range).

What is Advisor's annual revenue?

Advisor's annual revenue is estimated at $1.1M (the $1M-$5M range).

What industry is Advisor in?

Advisor is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).

How can I contact Advisor?

Its phone number is +1 (949) 7216100.

Largest companies in California

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Manufacturing sales in California, 2026

In California, Factur's 2026 study counted 98 manufacturing quotes worth $14.7M and 18 purchase orders over 12 months: 18% of quotes became orders, against 21% nationally. See the California data.

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