SeeBITDAOklahoma

Alan J Goldfarb - Financial Advisor, Ameriprise Financial Services, Llc

Finance and insurance
  • 9104 N Kelley Ave, Oklahoma City, OK
  • NAICS 52
Estimated valueLow confidence
$1.3M
$437Klikely range$2.1M
About 3× its yearly profit, typical for a company this size in its industry.
Revenue
$1.1M
a year
Profit (EBITDA)
$439K
41% of revenue
Employees
—
not reported
Leadership
Owner not found yet
We haven't found the owner in public records

How we got $1.3M

Based on typical figures for its industry (2022 Economic Census), not its own records.

A typical finance and insurance business in Oklahoma$1.1M
Revenue$1.1M
× 41% profit margin$439K
× 3 sale multiple = value$1.3M

· Own this business? Correct these figures

What we know

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

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
Alan J Goldfarb - Financial Advisor, Ameriprise Financial Services, Llc
this business
$1.1M$439K—
MIKE CUNNINGHAM INVESTMENTS LLC
Oklahoma City · 5 employees
$4.0M$1.4M0.0 mi
BURNS WEALTH MANAGEMENT, INC.
Oklahoma City · 1 employees
$828K$324K0.0 mi
EXENCIAL WEALTH ADVISORS, LLC
Oklahoma City · 53 employees
$27.4M$7.3M0.0 mi
ARK & TLK INVESTMENTS LLC
Oklahoma City · 6 employees
$3.8M$1.2M0.1 mi
CAMERON FINANCIAL STRATEGIES, LLC
Oklahoma City · 5 employees
$2.2M$762K0.1 mi
PENSION SOLUTIONS, INC.
Oklahoma City · 11 employees
$3.6M$1.3M0.1 mi

The full calculation

Figures are shown toward the upper part of their range rather than at its middle.

Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.

Estimated value = EBITDA × typical sale multiple$1.3M
Multiple for this size and industry3×
Value range$437K – $2.1M

This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Finance and insurance businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (41%). Treat these as a rough guide.

Revenue range$443K – $1.4M
EBITDA range$182K – $596K
Industry (NAICS)Finance and insurance (52)

EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.

Benchmarks: US Economic Census 2022, OK. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology

About Alan J Goldfarb - Financial Advisor, Ameriprise Financial Services, Llc

Alan J Goldfarb - Financial Advisor, Ameriprise Financial Services, Llc is a finance and insurance company in Oklahoma City, Oklahoma. Its estimated annual revenue is about $1.1M, with roughly $439K of EBITDA. Its estimated business value is $1.3M (likely range $437K–$2.1M).

Common questions

Who owns Alan J Goldfarb - Financial Advisor, Ameriprise Financial Services, Llc?
The owner of Alan J Goldfarb - Financial Advisor, Ameriprise Financial Services, Llc 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.
How much revenue does Alan J Goldfarb - Financial Advisor, Ameriprise Financial Services, Llc make?
SeeBITDA estimates Alan J Goldfarb - Financial Advisor, Ameriprise Financial Services, Llc's annual revenue at about $1.1M (likely between $443K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Alan J Goldfarb - Financial Advisor, Ameriprise Financial Services, Llc worth?
About $1.3M, roughly 3× its estimated EBITDA of $439K, typical for a finance and insurance company its size. Likely range: $437K–$2.1M.