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Products & Services
About Advisory Plan
Advisory Plan is listed as a company operating in Financial Services, employing 1-5 people, reporting $1M-$5M in annual revenue, classified under Portfolio Management and Investment Advice and based in Marion, Indiana, United States.
Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Advisory Plan is one of 40,322 Financial companies listed in Indiana.
Business Contact Information
- Address
- 301 S Branson St, Marion, Indiana, 46952, 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
- 5 (1-5)
- Annual Revenue
- $1.4M ($1M-$5M)
Advisory Plan: frequently asked questions
What does Advisory Plan do?
Advisory Plan is listed as a company operating in Financial Services, employing 1-5 people, reporting $1M-$5M in annual revenue, classified under Portfolio Management and Investment Advice and based in Marion, Indiana, United States.
Where is Advisory Plan located?
Advisory Plan is headquartered at 301 S Branson St, Marion, Indiana, 46952, United States.
How many employees does Advisory Plan have?
Advisory Plan has about 5 employees (the 1-5 range).
What is Advisory Plan's annual revenue?
Advisory Plan's annual revenue is estimated at $1.4M (the $1M-$5M range).
What industry is Advisory Plan in?
Advisory Plan is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).
What companies are similar to Advisory Plan?
Other large financial companies in Indiana include Elevance Health Inc, HSBC, Unilever and UBS.
Largest financial companies in Indiana
Largest financial companies
Manufacturing sales in Indiana, 2026
In Indiana, Factur's 2026 study counted 36 manufacturing quotes worth $3.1M and 11 purchase orders over 12 months: 31% of quotes became orders, against 21% nationally. See the Indiana data.
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