Advanta IRA

  • Investment Bank/Securities Brokerage
  • Largo FL
  • 45 employees
  • Investment Management
Get Full Info

Company Overview

Headquarters
13191 Starkey Road Suite 2, Largo FL
Website
advantaira.com
Phone
(727) 581-9853
Employees
45
Founded in
2003
Industry
Investment Bank/Securities Brokerage
NAICS Code
NAICS Code 52399 Companies
NAICS Code 523 Companies
NAICS Code 52 Companies
NAICS Code 5239 Companies
NAICS Code 523991 Companies
SIC Code
SIC Code 673 Companies
SIC Code 67 Companies
More Details

Financials & Stats

Revenue

$5B

More Financials

Who is Advanta IRA

Advanta IRA is a self-directed IRA administrator based in Largo, Florida. The company employs 45 people and generates approximately $5 million in annual revenue. Advanta IRA provides services to clients across the United States, helping them manage their self-directed IRAs. They specialize in a wide range of asset classes, including real estate, mortgage loans, tax liens, private placements, precious metals, and cryptocurrency. Advanta IRA differentiates itself through its commitment to personalized customer service, industry expertise, and educational resources. They ensure all account elements adhere to IRS rules and regulations, allowing clients to concentrate on finding suitable investments. For more information, visit Advanta IRA's website at advantaira.com.

Company Leadership

Rachael Moore

Vice President Marketing

Phone Email
Larissa Greene

Director of Education

Phone Email

Advanta IRA Industry Tags

Self-Directed IRA
Real Estate IRA
IRA LLC
Gold IRA
Checkbook IRA
Private Lending (notes and mortgages)
Single-Member LLC
Private Lending
Notes & Mortgages
Precious Metals
FOREX
Futures Trading
Peer-to-Peer Lending
Alternative Investments
Real Estate 401(k)
Health Savings Account (HSA)
Investment Bank/Securities Brokerage
Management Investment
Open-ended
Investment Management
View All Industry Tags

Advanta IRA Tech Stack

JavaScript
HTML
PHP
View All Tech Stack

Companies Similar to Advanta IRA

Analyze industry trends and opportunities by examining competitors and companies comparable to Advanta IRA, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
5M 16 Alexandria, VA
5M 14
5M 15 Oakbrook Terrace, IL 1999
5M 21
5M 31
View More Companies

FAQ

What is the location of Advanta IRA's headquarters?
The headquarters of Advanta IRA are situated at 13191 Starkey Road Suite 2, Largo FL
What is Advanta IRA's phone number?
Advanta IRA's contact number is (727) 581-9853.
What is Advanta IRA's official website?
The official website of Advanta IRA can be found at advantaira.com.
What is Advanta IRA's current revenue?
As of January 2015, Advanta IRA's annual revenue reached $5B.
How many employees does Advanta IRA currently have?
Advanta IRA employs approximately 45+ people as of January 2015
Which industries is Advanta IRA primarily operating in?
Advanta IRA operates in the following industries: Investment Management
Who is the Vice President Marketing of Advanta IRA?
Advanta IRA's Vice President Marketing is Rachael Moore
What are Advanta IRA's industry tags?
Advanta IRA's industry tags include: Self-Directed IRA, Real Estate IRA, IRA LLC
When was Advanta IRA founded?
Advanta IRA was founded in 2003.

Employee Directory

Key Employees

Jack Callahan

Founder and CEO

Phone Email

Paul Hutchings

Project Manager

Phone Email

Eric Golub

Account Manager

Phone Email

Bo Koerner

Chief Operating Officer

Phone Email