Curo Private Wealth Revenue

Financial Services • Reston, Virginia, United States • 1-10 Employees

Curo Private Wealth revenue & valuation

Annual revenue	$3,000,000
Revenue per employee	$334,000
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 Curo Private Wealth

Anne Mccabe

Ceo & Partner

Anne-Marie Laboe

Managing Director & Partner

Company overview

Headquarters	11710 Plaza America Drive, Suite 2000, Reston, Virginia 20190, US
Phone number	+15715264581
Website	curoprivatewealth.com
NAICS	52
SIC	628
Keywords	Risk Management, Tax Planning, Wealth Preservation, Retirement Planning, Financial Planning, Estate Planning, Wealth Accumulation & Management, Current Financial Position, Investment & Money Management
Founded	2014
Employees	1-10
Socials

Curo Private Wealth Email Formats

Curo Private Wealth uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@curoprivatewealth.com), used 62.5% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@curoprivatewealth.com	62.5%
{first initial}{last name}	jdoe@curoprivatewealth.com	37.5%

About Curo Private Wealth

Curo Private Wealth is an independent financial services and wealth management firm that was founded, and is run daily, on our values: integrity, objectivity, growth, vigilance, excellence, and gratitude. We strive to offer the “best of both worlds” : an independent firm; combined with the technology, resources, and research of the #1 independent broker/dealer* in the country. Our mission is to help our clients make smart and strategic financial decisions so they can work toward their goals and fulfill their values. We pride ourselves on bringing together the quantitative with the qualitative. The numbers are important, and what drive financial success; but we take the extra time and care to truly understand what drives, motivates, and concerns our clients. At the end of the day, they are left with a clear, personal, and practical plan they can implement. As reported by the Financial Planning magazine, June 1996 - 2018, based on the total revenue. InvestmentNews' 40 under 40 nominations of advisers and associated professionals are evaluated based on : accomplishment to date, contribution to the industry, leadership and promise. We invite you to experience a different approach to wealth management. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit http://www.curoprivatewealth.com/.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

C-Suite

Employees by Department

Curo Private Wealth has 6 employees across 4 departments.

Departments

Number of employees

Funding Data

Curo Private Wealth has never raised funding before.

Frequently asked questions

Curo Private Wealth is located in Reston, Virginia, US.

You can reach Curo Private Wealth at +15715264581.

Curo Private Wealth generates an estimated annual revenue of $3,000,000. This revenue figure reflects the company's market position and business performance in its industry.

Curo 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.

Curo Private Wealth was founded in 2014, making it 12 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contacts at Curo Private Wealth

Anne Mccabe

Ceo & Partner

Anne-Marie Laboe

Managing Director & Partner

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