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Defined Plan Advisors

Finance · Modesto, California

FinancialFinance
Modesto, California, United States5 employees$1.9M revenue
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Products & Services

FinancialFinanceFinancial Services

About Defined Plan Advisors

Defined Plan Advisors is a company classified under Portfolio Management and Investment Advice, based in Modesto, California, United States, operating in Financial Services, employing 1-5 people and reporting $1M-$5M in annual revenue.

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

Business Contact Information

Phone
+1 (209) 5684755
Fax
+XXX (209) 2383004
Address
1012 11th St, Modesto, California, 95354, 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
5 (1-5)
Annual Revenue
$1.9M ($1M-$5M)

Defined Plan Advisors: frequently asked questions

What does Defined Plan Advisors do?

Defined Plan Advisors is a company classified under Portfolio Management and Investment Advice, based in Modesto, California, United States, operating in Financial Services, employing 1-5 people and reporting $1M-$5M in annual revenue.

Where is Defined Plan Advisors located?

Defined Plan Advisors is headquartered at 1012 11th St, Modesto, California, 95354, United States.

How many employees does Defined Plan Advisors have?

Defined Plan Advisors has about 5 employees (the 1-5 range).

What is Defined Plan Advisors's annual revenue?

Defined Plan Advisors's annual revenue is estimated at $1.9M (the $1M-$5M range).

What industry is Defined Plan Advisors in?

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

How can I contact Defined Plan Advisors?

Its website is definedplanadvisors.com and its phone number is +1 (209) 5684755.

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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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