Cassandra Smalley Wealth Management Revenue

Financial Services • St Petersburg, Florida, United States • 1-10 Employees

Cassandra Smalley Wealth Management revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at Cassandra Smalley Wealth Management

Cassandra Smalley

Founder & CEO

Company overview

Headquarters	St Petersburg, Florida, United States
Website	cassandrasmalley.com
NAICS	52
Keywords	Investment Management, Small Business, College Planning, Retirement Planning, Financial Planning, Fire, Business Owners, Women'S Wealth
Employees	1-10
Socials

Cassandra Smalley Wealth Management Email Formats

Cassandra Smalley Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@cassandrasmalley.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@cassandrasmalley.com	100%

About Cassandra Smalley Wealth Management

FINANCIAL PLANNING: Through the collaborative nature of our financial planning tools, we include a review and analysis of your current financial picture, provide personal recommendations, and an action plan to achieve your goals with confidence. We believe that financial planning is most beneficial through an ongoing relationship and partnership to make the greatest positive impact on your success. Topic areas may include: Cash Flow & Debt Management, Investment Planning, College Planning, Retirement Planning, Tax Planning, Employee Benefits Optimization, Business Planning, Estate Planning, Charitable Giving, Insurance & Risk Management, and much more…. INVESTMENT MANAGEMENT: Our job is to help you achieve your ideal life and your financial resources are often the best tool to achieve your goals. We provide continuous advice and ongoing investment management through your personal investment plan to ensure your portfolio aligns with your vision, values, and goals.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Cassandra Smalley Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Cassandra Smalley Wealth Management has never raised funding before.

Cassandra Smalley Wealth Management Tech Stack

Discover the technologies and tools that power Cassandra Smalley Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Adobe Fonts

Font scripts

Modernizr

JavaScript libraries

Lodash

JavaScript libraries

reCAPTCHA

Security

Squarespace Commerce

Ecommerce

Google Tag Manager

Tag managers

Stimulus

JavaScript frameworks

HSTS

Security

Open Graph

Miscellaneous

Calendly

Appointment scheduling

core-js

JavaScript libraries

Google Analytics

Analytics

Frequently asked questions

Cassandra Smalley Wealth Management is located in St Petersburg, Florida, US.

Cassandra Smalley Wealth Management generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

Cassandra Smalley Wealth Management has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Cassandra Smalley Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Cassandra Smalley Wealth Management

Cassandra Smalley

Founder & CEO

4.8

40,000 users