SeeBITDAOklahoma

Investment Concepts & Financial Planning Services, Inc.

  • 13919 Quail Point Dr, Oklahoma City, OK
  • Since 1998
  • NAICS 523930
A location of INVESTMENT CONCEPTS AND FINANCIAL PLANNING SERVICES, INC.
Revenue, profit and value are for the whole company, on its page.
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Leadership
Owner not found yet
We haven't found the owner in public records

What we know

No PPP loan
No 401(k) filing
No reported financials
Company website
Owner not found

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
Investment Concepts & Financial Planning Services, Inc.
this business
———
CAPSTONE FINANCIAL GROUP INC
Oklahoma City · 5 employees
$1.6M$639K0.0 mi
CROWN CAPITAL PARTNERS
Oklahoma City · 32 employees
$38.4M$10.2M0.1 mi
CAPSTONE RETIREMENT SERVICES LLC
Oklahoma City · 1 employees
$516K$232K0.1 mi
ALIGN WEALTH MANAGEMENT, LLC
Oklahoma City · 5 employees
$3.2M$1.1M0.3 mi
HOLDEN HOLDINGS, INC.
Oklahoma City · 2 employees
$872K$341K0.3 mi
ATLAS PEAK INVESTMENTS, LLC
Oklahoma City · 2 employees
$995K$390K0.3 mi

The full calculation

Revenue range— – —
EBITDA range— – —
Industry (NAICS)Other financial investment activities (523930)

Benchmarks: US Economic Census 2022, OK. PPP loans were sized on 2019–2020 payroll, so figures reflect that period. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology

Public records

Matched to this business by name and address from public government data; a match can occasionally be wrong.

About Investment Concepts & Financial Planning Services, Inc.

Investment Concepts & Financial Planning Services, Inc. is a financial advisors company in Oklahoma City, Oklahoma, in business since 1998. It is a location of INVESTMENT CONCEPTS AND FINANCIAL PLANNING SERVICES, INC..

Common questions

Who owns Investment Concepts & Financial Planning Services, Inc.?
The owner of Investment Concepts & Financial Planning Services, Inc. isn't in public records we've found yet. If you own or run the business, you can add or correct its details on SeeBITDA.
When was Investment Concepts & Financial Planning Services, Inc. founded?
Investment Concepts & Financial Planning Services, Inc. has been in business since 1998.