Bollin Wealth Management Revenue
Financial Services • 
Perrysburg, Ohio, United States • 1-10 Employees
Bollin Wealth Management revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Key Contact at Bollin Wealth Management
Phillip Bollin
President, Certified Financial Planner® and Certified Professional Wealth Advisor®
Company overview
| Headquarters | 842 W. South Boundary St., Suite B, Perrysburg, OH 43551, US |
| Phone number | +14198783934 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Retirement Planning, Financial Plans, Investment Advisory Services, 401(K) Rollovers, 401(K) Plans, Fee-Only Financial Planning, Small Business Retirement Plans, Portfolio Design, Fiduciary Advisors |
| Founded | 2004 |
| Employees | 1-10 |
Bollin Wealth Management Email Formats
Bollin Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@bollinwealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@bollinwealth.com | 100% |
About Bollin Wealth Management
Bollin Wealth Management is a fee-only financial planning and investment advisory services firm located in the Toledo suburb of Perrysburg, Ohio, that provides comprehensive wealth management solutions, delivered under the fiduciary standard of care. Whether you need an independent financial planner to help you determine whether you are on the right track, or you require more “hands-on” help from a Registered Investment Advisor, we have the expertise to help you achieve all of your financial goals. We understand that today’s economic and financial environment is more complicated and confusing than ever. We believe that financial advice is best given in an environment that is truly independent and free from conflicts of interest. We work strictly on a fee-only basis, so you can be sure that our advice and recommendations are objective and solely in your best interest. Bollin Wealth Management was founded in 2004 by Phillip Bollin, a CERTIFIED FINANCIAL PLANNER™ professional, to provide best-in-class financial planning solutions with a fiduciary focus. He accomplished this by marrying the best practices of financial planning with the problem-solving methodology he learned in his career as an engineer. He’s passionate about guiding clients to be better stewards of their financial resources. To schedule a meeting, call (419) 878-3934 or email phil@bollinwealth.com. -- Bollin Wealth Management, LLC is a fee-only Registered Investment Advisor, registered in the states of Ohio and Michigan. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information posted on this or any 'linked' website.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Bollin Wealth Management has never raised funding before.
Bollin Wealth Management Tech Stack
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Frequently asked questions
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