Custodian Wealth Management Revenue

Financial Services • United Kingdom • 1-10 Employees

Custodian Wealth Management revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Key Contacts at Custodian Wealth Management

Bran Gavrilovic

Owner

Richard Sutcliffe

Director

Company overview

Headquarters	United Kingdom
Phone number	+441252782731
Website	custodianifa.co.uk
NAICS	52
SIC	628
Keywords	Inheritance Tax Mitigation, Long Term Care Fees Advice, Pensions & Annuities, Portfolio Construction And Management
Founded	2004
Employees	1-10

Custodian Wealth Management Email Formats

Custodian Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@custodianifa.co.uk), used 100% of the time.

Format	Example	Percentage
{first initial}	j@custodianifa.co.uk	100%

About Custodian Wealth Management

Wealth management business based in Farnham, Surrey. Areas of expertise: Pensions, investments, inheritance tax mitigation, long term care fees. Also advise on the more general financial planning needs such as life, critical illness, health insurance.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Founder/Owner

Funding Data

Custodian Wealth Management has never raised funding before.

Custodian Wealth Management Tech Stack

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

Apache HTTP Server

Web servers

Microsoft 365

Frequently asked questions

Custodian Wealth Management is located in GB.

You can reach Custodian Wealth Management at +441252782731.

Custodian Wealth Management generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.

Custodian Wealth Management has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Custodian Wealth Management was founded in 2004, making it 22 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contacts at Custodian Wealth Management

Bran Gavrilovic

Owner

Richard Sutcliffe

Director

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