WebFA Insight Study Development Stages Operators Cultivators Accelerators Innovators Pacesetters Annual Revenue Range $100K–$500K $500K–$1.5M $1.5M–$4.0M $4.0M–$8.0M >$8.0M Organizational Structure Solo, Limited Support Informal Collaboration Defined Teams Key Characteristics • Owner serves as the firm’s sole revenue generator, … WebDan Inveen and Eliza De Pardo established FA Insight in 2008 in order to address financial advisors’ growing needs for business-building assistance. The firm works exclusively with financial advisors or entities that service financial advisors. Located in the Pacific Northwest, FA Insight research and consulting supports clients across the U.S.
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