C2 Private Wealth Revenue

Financial Services • 29409 Haggerty Rd, Suite 200, United States • 21-50 Employees

C2 Private Wealth revenue & valuation

Annual revenue	$2,994,425
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$9,600,000
Total funding	No funding

Key Contacts at C2 Private Wealth

Lea Boreland

Director Of Growth

Brittany Henson

Director Of Planning Operations

Kirk Cassidy

Ceo And Investment Advisor Representative

Company overview

Headquarters	29409 Haggerty Rd, Suite 200, Novi, Michigan 48377, US
Phone number	+18662111904
Websites	c2privatewealth.com seniorplanningadvisors.com
NAICS	52
Founded	2002
Employees	21-50
Socials

C2 Private Wealth Email Formats

C2 Private Wealth uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@c2privatewealth.com), used 87.1% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@c2privatewealth.com	87.1%
{first initial}{last name}	jdoe@c2privatewealth.com	12.9%

About C2 Private Wealth

Financial planning, retirement education, and wealth management for those approaching or already in retirement. Information contained in posts should not be construed as a recommendation to buy or sell securities, insurance or other products and services. An endorsement of this individual is not a referral of her for investment advisory services and may not reflect others’ views or experience. Investment Advisory Services offered through C2 Private Wealth, an SEC Registered Investment Advisory firm. Registration does not imply a certain level of skill or training. Insurance products are offered through C2 Insurance Services. C2 Private Wealth does not offer insurance products. The insurance products offered by C2 Insurance Services, are not subject to Investment Advisor requirements. C2 Private Wealth and C2 Insurance Services are affiliated companies.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Manager

Intern

Employees by Department

C2 Private Wealth has 13 employees across 4 departments.

Departments

Number of employees

Funding Data

C2 Private Wealth has never raised funding before.

Frequently asked questions

C2 Private Wealth is located in 29409 Haggerty Rd, Suite 200, US.

You can reach C2 Private Wealth at +18662111904.

C2 Private Wealth generates an estimated annual revenue of $2,994,425. This revenue figure reflects the company's market position and business performance in its industry.

C2 Private Wealth has an estimated valuation of $9,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

C2 Private Wealth was founded in 2002, making it 24 years old. The company has established itself as a significant player in its industry over this time.

C2 Private Wealth has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.