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Products & Services
About Unique Planning
Unique Planning is a company based in San Ramon, California, United States, operating in Financial Services, employing 1-5 people, reporting $0M-$1M in annual revenue and classified under Portfolio Management and Investment Advice.
Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Unique Planning is one of 455,764 Financial companies listed in California.
Business Contact Information
- Phone
- +1 (888) 5937526
- Website
- unique-planning.com
- Address
- 2010 Crow Canyon Pl, San Ramon, California, 94583, 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
- 4 (1-5)
- Annual Revenue
- $848,000 ($0M-$1M)
Unique Planning: frequently asked questions
What does Unique Planning do?
Unique Planning is a company based in San Ramon, California, United States, operating in Financial Services, employing 1-5 people, reporting $0M-$1M in annual revenue and classified under Portfolio Management and Investment Advice.
Where is Unique Planning located?
Unique Planning is headquartered at 2010 Crow Canyon Pl, San Ramon, California, 94583, United States.
How many employees does Unique Planning have?
Unique Planning has about 4 employees (the 1-5 range).
What is Unique Planning's annual revenue?
Unique Planning's annual revenue is estimated at $848,000 (the $0M-$1M range).
What industry is Unique Planning in?
Unique Planning is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).
How can I contact Unique Planning?
Its website is unique-planning.com and its phone number is +1 (888) 5937526.
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