Bangerter Financial Strategies Revenue

Financial Services • Roseville, California, United States • 11-20 Employees

Bangerter Financial Strategies revenue & valuation

Annual revenue	$15,300,000
Revenue per employee	$1,271,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$48,800,000
Total funding	No funding

Key Contacts at Bangerter Financial Strategies

Aaron Oborn

Managing Director - Financial Advisor

Matthew Brosh

Director Of Sales And Client Services

Company overview

Headquarters	1380 Lead Hill Blvd., Suite 180, Roseville, CA 95661, US
Website	bangerterfinancial.com
NAICS	52
Keywords	Alternative Investments, 1031 Exchange, Oil And Gas Investments, Advanced Tax Stategies
Founded	2014
Employees	11-20

Bangerter Financial Strategies Email Formats

Bangerter Financial Strategies uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@bangerterfinancial.com), used 46.2% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@bangerterfinancial.com	46.2%
{first initial}	j@bangerterfinancial.com	30.8%
{first initial}{last name}	jdoe@bangerterfinancial.com	23.1%

About Bangerter Financial Strategies

We are your single point of contact for 1031 Exchanges and Alternative Tax Strategies, helping our clients achieve their wants, dreams and desires for themselves and their families. Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA). Bangerter Financial Services, Inc. is independent of CIS, CAM and CIA, all of whom are unaffiliated with third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. Information available on third-party sites is for informational purposes only.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

C-Suite

Director

Employees by Department

Bangerter Financial Strategies has 7 employees across 4 departments.

Departments

Number of employees

Funding Data

Bangerter Financial Strategies has never raised funding before.

Frequently asked questions

Bangerter Financial Strategies is located in Roseville, California, US.

Bangerter Financial Strategies generates an estimated annual revenue of $15,241,949. This revenue figure reflects the company's market position and business performance in its industry.

Bangerter Financial Strategies has an estimated valuation of $48,800,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Bangerter Financial Strategies was founded in 2014, making it 12 years old. The company has established itself as a significant player in its industry over this time.

Bangerter Financial Strategies has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Bangerter Financial Strategies

Aaron Oborn

Managing Director - Financial Advisor

Matthew Brosh

Director Of Sales And Client Services

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