Bragg Financial Revenue

Investment Management • Charlotte, North Carolina, United States • 21-50 Employees

Bragg Financial revenue & valuation

Annual revenue	$11,200,000
Revenue per employee	$319,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$35,700,000
Total funding	No funding

Key Contacts at Bragg Financial

George Climer

Director Of Market Strategy, Client Advisor

Evan Anderson

Director Of Advice And Client Advisor

Heather Pitman

Director Of Client Service

Frank Bragg

Ceo

Company overview

Headquarters	1031 S. Caldwell Street, Suite 200, Charlotte, NC 28203, US
Phone number	+17043770261
Website	braggfinancial.com
NAICS	5231
SIC	628
Keywords	Tax Planning, Financial Advisory, Charitable Planning, Wealth Management, Retirement Planning, Estate Planning, Investment Management, Conservation Easements
Founded	1964
Employees	21-50
Socials

Bragg Financial Email Formats

Bragg Financial uses 3 email formats. The most common is {first initial} (e.g., j@braggfinancial.com), used 51.7% of the time.

Format	Example	Percentage
{first initial}	j@braggfinancial.com	51.7%
{first name}	john@braggfinancial.com	44.8%
{first name}{last name}	johndoe@braggfinancial.com	3.4%

About Bragg Financial

Bragg Financial has been helping families and institutions reach their financial goals and objectives for over 50 years. Today, Bragg Financial provides fee-based asset management and planning for individuals, trusts, foundations, and corporations. A Registered Investment Advisor, our firm offers a unique combination of experience, expertise, and exceptional service. The firm has grown and evolved over time, but has remained true to its core founding principles of providing clear, objective advice and a high level of personal service. SEC Investment Adviser Search: https://adviserinfo.sec.gov/

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

Bragg Financial has 12 employees across 5 departments.

Departments

Number of employees

Funding Data

Bragg Financial has never raised funding before.

Bragg Financial Tech Stack

Discover the technologies and tools that power Bragg Financial's digital infrastructure, from frameworks to analytics platforms.

Vimeo

Video players

lit-element

JavaScript libraries

jQuery UI

JavaScript libraries

Google Maps

Maps

lit-html

JavaScript libraries

jQuery Migrate

JavaScript libraries

BeTheme

WordPress themes

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

Frequently asked questions

Bragg Financial is located in Charlotte, North Carolina, US.

You can reach Bragg Financial at +17043770261.

Bragg Financial generates an estimated annual revenue of $11,149,560. This revenue figure reflects the company's market position and business performance in its industry.

Bragg Financial has an estimated valuation of $35,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Bragg Financial was founded in 1964, making it 62 years old. The company has established itself as a significant player in its industry over this time.

Bragg Financial has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Bragg Financial

George Climer

Director Of Market Strategy, Client Advisor

Evan Anderson

Director Of Advice And Client Advisor

Heather Pitman

Director Of Client Service

Frank Bragg

Ceo

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