Charleton Financial

Financial Services • Rochester, New York, United States • 1-10 Employees

Company overview

Headquarters	277 Alexander St, Suite 307, Rochester, New York 14607, US
Phone number	+15852443050
Website	charletonfinancial.com
NAICS	52
SIC	628
Keywords	Financial Planning And Estate Planning
Employees	1-10
Socials

Key Contact at Charleton Financial

Michael Charleton

President, CEO, Chief Investment Strategist

About Charleton Financial

Charleton Financial is a locally owned Financial Services firm, providing comprehensive financial planning in Upstate New York for over 25 years. Our mission is to help clients plan and realize their financial dreams. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Charleton Financial revenue & valuation

Annual revenue	$30,100,000
Revenue per employee	$10,012,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$96,200,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Funding Data

Charleton Financial has never raised funding before.