Bell & Private Wealth Management Revenue

Investment Management • Sacramento, California, United States • 1-10 Employees

Bell & Private Wealth Management revenue & valuation

Annual revenue	$3,226,028
Revenue per employee	$1,076,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$10,400,000
Total funding	No funding

Key Contact at Bell & Private Wealth Management

Tony Bell

Managing Director - Investments

Company overview

Headquarters	770 L Street, 9th Floor, Sacramento, CA 95814, US
Website	bellpwm.com
NAICS	5231
SIC	628
Keywords	Retirement Income, Financial Planning, Estate Planning, Stock Analysis, Risk Planning, Individual Equity/Bond Selection
Employees	1-10
Socials

About Bell & Private Wealth Management

Bell & Co. Private Wealth Management provides comprehensive financial advice tailored specifically for successful legal institutions, established attorneys, prosperous business owners, affluent individuals and their families. We diligently work with you to understand your family and business goals to create a customized wealth management solution so that you can enjoy your life and the benefits of your hard work.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Bell & Private Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Bell & Private Wealth Management has never raised funding before.

Frequently asked questions

Bell & Private Wealth Management is located in Sacramento, California, US.

Bell & Private Wealth Management generates an estimated annual revenue of $3,226,028. This revenue figure reflects the company's market position and business performance in its industry.

Bell & Private Wealth Management has an estimated valuation of $10,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Bell & Private Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Bell & Private Wealth Management

Tony Bell

Managing Director - Investments

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