Bartolomeo Capital Group

Financial Services • Delray Beach, Florida, United States • 1-10 Employees

Company overview

Headquarters	220 Congress Park Drive, suite 110, Delray Beach, FL 33445, US
Phone number	+14012035580
Websites	bartcapitalgroup.com legacywma.com
NAICS	52
Keywords	Risk Management, Exit Planning, Investment Management, Legacy Planning, Tax Strategy, Philanthropic Planning
Founded	2018
Employees	1-10

Key Contact at Bartolomeo Capital Group

Jorge Flores

Managing Director, Sr. Wealth Advisor

Bartolomeo Capital Group Email Formats

Bartolomeo Capital Group uses 1 email format. The most common is {first name} (e.g., john@bartcapitalgroup.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@bartcapitalgroup.com	100%

About Bartolomeo Capital Group

Bartolomeo Capital Group is a family-oriented, fee-based wealth management firm with the goal of assisting clients throughout life’s various stages and challenges. Our firm mission is to serve our clients as trusted advisors, helping them reach their financial goals. Bartolomeo Capital Group currently serves C-Suite Executives, Entrepreneurs, HNW and multi-generational families across the country. We are privileged to have the opportunity to work with many exceptional families (often serving several generations) as well as closely- held businesses and their owners. Established in Narragansett, Rhode Island, we now have expanded to Florida and Massachusetts. Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser.

Bartolomeo Capital Group revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Bartolomeo Capital Group has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Bartolomeo Capital Group has never raised funding before.

Frequently asked questions

Bartolomeo Capital Group is located in Delray Beach, Florida, US.

You can reach Bartolomeo Capital Group at +14012035580.

Bartolomeo Capital Group was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.

Bartolomeo Capital Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Bartolomeo Capital Group

Jorge Flores

Managing Director, Sr. Wealth Advisor

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