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Products & Services
About Advisor Services
This profile covers Advisor Services, a company classified under Portfolio Management and Investment Advice, based in Palo Alto, California, United States, operating in Financial Services, employing 11-20 people and reporting $1M-$5M in annual revenue.
Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Advisor Services is one of 455,764 Financial companies listed in California.
Business Contact Information
- Address
- 2409 Park Blvd, Palo Alto, California, 94306, United States
Industry & Classification
- Industry
- Financial
- Sector
- Finance
- Segment
- Financial 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
- 14 (11-20)
- Annual Revenue
- $1.1M ($1M-$5M)
Advisor Services: frequently asked questions
What does Advisor Services do?
This profile covers Advisor Services, a company classified under Portfolio Management and Investment Advice, based in Palo Alto, California, United States, operating in Financial Services, employing 11-20 people and reporting $1M-$5M in annual revenue.
Where is Advisor Services located?
Advisor Services is headquartered at 2409 Park Blvd, Palo Alto, California, 94306, United States.
How many employees does Advisor Services have?
Advisor Services has about 14 employees (the 11-20 range).
What is Advisor Services's annual revenue?
Advisor Services's annual revenue is estimated at $1.1M (the $1M-$5M range).
What industry is Advisor Services in?
Advisor Services is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).
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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