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CATES FINANCIAL PLANNING LLC Active

Portfolio Management and Investment Advice (523940)


Contact information


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Financial Information for CATES FINANCIAL PLANNING LLC

According to our estimates, CATES FINANCIAL PLANNING LLC has approximately $2M in revenue in 2021. In order to view the full financial report of CATES FINANCIAL PLANNING LLC, including balance sheets, cash flow, trade data, and profit/loss statements, you can download a report here.


Year: 2021

Consolidated A/cs

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Turnover 2021

$ 2.1 million

  • Consolidated A/cs

    -

  • Reporting period

    -

  • Working Capital

    $ -

  • Profit after Tax

    $ -

Reporting period Full financial info

CATES FINANCIAL PLANNING LLC Business Credit Report

A Business Credit Report for CATES FINANCIAL PLANNING LLC is available for instant download. The report will provide you with a credit score and credit limit recommendation for CATES FINANCIAL PLANNING LLC, payment trends, if the company pays their Invoices on time, whether or not the company has any court judgements, ownership and group structure, up to 5 years of financial statements and much more. When you buy a Credit Report from Global Database, you will also have a 7 days free trial to our B2B Sales Platform.


Overall Credit Risk for

CATES FINANCIAL PLANNING LLC

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Key features

  • Credit Score and Credit Limit
  • Financial accounts for the past 5 years
  • Credit Officers
  • Document Filing history
  • Corporate Ownership
  • Outstanding & Satisfied Mortgages
  • Shareholder Information
  • Company Identity

List of Employees & Key Executives at CATES FINANCIAL PLANNING LLC

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With an estimated 14 of people employed as executives and employees at CATES FINANCIAL PLANNING LLC.
If you want to get phone and email information and all contact information for those employed at CATES FINANCIAL PLANNING LLC, or if you want to export contact details to an existing CRM or Excel sheet, the data can be found by subscribing to our platform and clicking here.


Total Employee Count

Total employees

14

×
Employee Job Title Email Phone Country
CARY CATES MANAGING MEMBER
-
- US

Get in touch with 1 of contacts working at CATES FINANCIAL PLANNING LLC

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CATES FINANCIAL PLANNING LLC’s Competitors:

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CATES FINANCIAL PLANNING LLC has five top competitors. The top five competitors include ADVISOR GROUP, BRIDGE CAPITAL SOLUTIONS, KENTUCKY INSURANCE & INVESTMENT GROUP, LIBERTY CAPITAL GROUP, WAGNER RESOURCE GROUP, for CATES FINANCIAL PLANNING LLC. Get the entire competitors list with full details of CATES FINANCIAL PLANNING LLC by upgrading your account here.


ADVISOR GROUP


Revenue
2,111,000.0
Age
14 years
Employees
10
Industry
View
Website
View -

BRIDGE CAPITAL SOLUTIONS


Revenue
4,740,000.0
Age
29 years
Employees
27
Industry
View Support And Maintenance Services (
Website
View -

KENTUCKY INSURANCE & INVESTMENT GROUP


Revenue
1,293,000.0
Age
18 years
Employees
5
Industry
View Financial Services
Website
View -

LIBERTY CAPITAL GROUP


Revenue
1,101,000.0
Age
13 years
Employees
19
Industry
View Financial Services
Website
View -

WAGNER RESOURCE GROUP


Revenue
1,704,000.0
Age
17 years
Employees
5
Industry
View Financial Services
Website
View -

CATES FINANCIAL PLANNING LLC News & Activities

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Turnover

CATES FINANCIAL PLANNING LLC has submitted new account statements and has reported a turnover of $2M, a 0.0% decrease year-over-year.

usa.globaldatabase.com

2021-12-30

Employees

CATES FINANCIAL PLANNING LLC number of employees has decreased by % compared with previous year and now represents a total number of 14.

usa.globaldatabase.com

2021-12-30

CATES FINANCIAL PLANNING LLC’s FAQs


Where is CATES FINANCIAL PLANNING LLC registered office?

CATES FINANCIAL PLANNING LLC is located at 4120 BONITA AVE, United States.

How can I contact CATES FINANCIAL PLANNING LLC?

You can call CATES FINANCIAL PLANNING LLC at the following number +194036*****

How many people work at CATES FINANCIAL PLANNING LLC?

According to the latest account statement, there are currently 14 of employees working for CATES FINANCIAL PLANNING LLC.

How much revenue does CATES FINANCIAL PLANNING LLC make?

Based on the latest financial accounts submitted on 2021-12-30, the company made $2M for 2021, which went down by 0.0%.

What is the Business Credit Score of CATES FINANCIAL PLANNING LLC and how reliable is the company?

In order to check the business credit score of CATES FINANCIAL PLANNING LLC, you can request a credit report. You will view the latest credit limit information, ownership, group structure, court judgements and much more.

Does CATES FINANCIAL PLANNING LLC pay their invoices on time?

By requesting a Business Credit Report for CATES FINANCIAL PLANNING LLC, you will be able to gain more insights about the CATES FINANCIAL PLANNING LLC payment trends.

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