Charles Stephen and Company Revenue
Financial Services • 
Albuquerque, New Mexico, United States • 11-20 Employees
Charles Stephen and Company revenue & valuation
| Annual revenue | $1,197,770 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,900,000 |
| Total funding | No funding |
Key Contacts at Charles Stephen and Company
Steve Ciepiela
Founder
Mark Richard Smith
Director Of Marketing, Charles Stephen
Company overview
| Headquarters | 5951 Jefferson St NE, Suite D, Albuquerque, New Mexico 87109, US |
| Phone number | +18888840451 |
| Website | |
| NAICS | 52 |
| SIC | 726 |
| Keywords | Financial Planning, Investment Management, Life Planning, Employer Sponsored Plans, Business Exit And Succession Planning, Gen X Gen Y Planning |
| Founded | 1983 |
| Employees | 11-20 |
| Socials |
Charles Stephen and Company Email Formats
Charles Stephen and Company uses 2 email formats. The most common is {first name} (e.g., john@charlesstephen.com), used 58.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@charlesstephen.com | 58.3% |
{first initial} | j@charlesstephen.com | 41.7% |
About Charles Stephen and Company
At Charles Stephen, every financial plan we create is as unique as the client we build it for. Since 1983, the Investment Adviser Representatives at Charles Stephen have been providing financial and advisory services to successful businesses, affluent families and individuals. As our client, we help you navigate the complexities of planning for the future so you can focus on the things that matter to you. Each financial plan we create is unique, because no two clients are the same. Our philosophy is simple. In order to build your financial plan, we must get to know you on a first-name basis. We work together to understand how you want to live your life, and then we create a plan to help you get there. Securities offered through SagePoint Financial, Inc. (SPF) member FINRA/SIPC. Investment advisory services offered through The Ameriflex Group. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Charles Stephen and Company has 7 employees across 4 departments.
Departments
Number of employees
Funding Data
Charles Stephen and Company has never raised funding before.
Charles Stephen and Company Tech Stack
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Frequently asked questions
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