


Blanke Schein Wealth Management | A Hightower Company Revenue
Financial Services • Palm Desert, California, United States • 1-10 Employees
Blanke Schein Wealth Management | A Hightower Company revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Key Contact at Blanke Schein Wealth Management | A Hightower Company
Donna Sturgeon
Event Director
Company overview
| Headquarters | 73700 El Paseo, Palm Desert, California 92260, US |
| Phone number | +17603465157 |
| Website | |
| NAICS | 52 |
| Keywords | Financial Advisor, Registered Investment Advisor, Wealth Management, Fiduciary, Foundations, Corporate Cash Management, Family Office Governance |
| Founded | 2011 |
| Employees | 1-10 |
| Socials |
About Blanke Schein Wealth Management | A Hightower Company
COMPANY OVERVIEW We have provided financial advice and wealth management services for more than 40 years. We have 100 years of combined extensive experience assisting our high-net-worth clients with concentrated stock strategies, retirement and estate-planning issues, private money management, and alternative investments. Our clientele is comprised of affluent families, corporate executives, large non-profit organizations and successful business owners who value our comprehensive planning approach. OUR APPROACH Our team concentrates on your financial, investment, and estate-planning needs by helping you develop strategies to manage your personal and/or business finances. We stress a disciplined, long-term approach to investing and emphasize financial planning to help you determine your financial needs and risk tolerance. OUR SERVICE COMMITMENT - THE ULTIMATE CLIENT EXPERIENCE We provide quality service to our clients. Portfolio performance and client satisfaction are our primary objectives. To reach this goal, we will: -Deliver 12 reviews of your portfolio’s performance during the year. -Conduct at least 4 formal quarterly reviews. -2 face-to-face portfolio reviews.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Blanke Schein Wealth Management | A Hightower Company has 2 employees across 1 departments.
Departments
Number of employees
Funding Data
Blanke Schein Wealth Management | A Hightower Company has never raised funding before.
Blanke Schein Wealth Management | A Hightower Company Tech Stack
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Frequently asked questions
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