Capital Associates

Financial Services • North Bethesda, Maryland, United States • 1-10 Employees

Company overview

Headquarters	6901 Rockledge Dr, Bethesda, MD 20817, US
Phone number	+13015814108
Website	capitalassoc.net
NAICS	52
SIC	628
Employees	1-10
Socials

Key Contact at Capital Associates

Rob Ugiansky

Partner & Co-Founder

About Capital Associates

CA Wealth Management’s unique model is fueled by the power of our partnerships. We combine the benefits of being an independent advisor with the benefits a proprietary platform at a big firm to bring you the best of both worlds. Our personalized, one-on-one wealth advisory services and simple online tools help you manage your entire financial life in one consolidated and secure place. As part of the New York Life family, we provide you access to countless resources including New York Life’s 170-year history of offering true financial strength, stability and humanity. New York Life has earned the highest possible financial strength ratings currently awarded to any financial institution from all four of the major credit agencies. *This financial stability is something we find equally important to both us and our client base.

Capital Associates revenue & valuation

Annual revenue	$30,500,000
Revenue per employee	$6,091,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$97,500,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Capital Associates has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Capital Associates has never raised funding before.