Burnham Harbor Private Wealth Revenue

Financial Services • Chicago, Illinois, United States • 1-10 Employees

Burnham Harbor Private Wealth 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 Burnham Harbor Private Wealth

Iris Swarthout

Director of Marketing / Registered Client Associate

Company overview

Headquarters	209 S LaSalle St, Ste. 970, Chicago, Illinois 60604, US
Website	burnhamprivatewealth.com
NAICS	52
Founded	2023
Employees	1-10

Burnham Harbor Private Wealth Email Formats

Burnham Harbor Private Wealth uses 1 email format. The most common is {first name} (e.g., john@burnhampw.com), used 100% of the time.

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

About Burnham Harbor Private Wealth

We are a Chicago-based independent investment advisory firm that helps families preserve their wealth, protect their best interests, and give them peace of mind to enjoy life. We operate as your trusted financial stewards and architects to build a sound foundation upon which you can protect wealth today and unlock a world of possibilities for future generations. To do so, we collaborate with you to understand your vision, design a tailored plan, and deliver access to comprehensive services and solutions across your financial life, including financial planning, investment management, retirement planning, business and real estate interests, estate planning, insurance and risk management, taxes, and philanthropic strategies. Burnham Harbor is aligned with Sanctuary Wealth, an advanced platform for elite independent advisors. Through Sanctuary, we can provide access to an array of investment vehicles and unbiased options, including unique opportunities available only through Sanctuary's network of partner firms. Registered Representatives of Sanctuary Securities Inc. and Investment Advisor Representatives of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Burnham Harbor Private Wealth is a OBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Burnham Harbor Private Wealth has never raised funding before.

Burnham Harbor Private Wealth Tech Stack

Discover the technologies and tools that power Burnham Harbor Private Wealth's digital infrastructure, from frameworks to analytics platforms.

Gravity Forms

Form builders

Site Kit

Analytics

Vimeo

Video players

Google Maps

Maps

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

HSTS

Security

PHP

Programming languages

WordPress

Blogs

Frequently asked questions

Burnham Harbor Private Wealth is located in Chicago, Illinois, US.

Burnham Harbor Private Wealth generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.

Burnham Harbor Private Wealth has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Burnham Harbor Private Wealth was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Burnham Harbor Private Wealth

Iris Swarthout

Director of Marketing / Registered Client Associate

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