Desert Financial Wealth Management Revenue

Financial Services • 148 N 48th St., Phoenix, United States • 1-10 Employees

Desert Financial Wealth Management revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Key Contacts at Desert Financial Wealth Management

James Senatore

Director Of Wealth Management

Shawn Hofland

Director Of Operations And Compliance

Company overview

Headquarters	148 N 48th St., Phoenix, Arizona 85034, US
Phone number	+1122187238
Website	desertfinancial.com
NAICS	52
Employees	1-10
Socials

Desert Financial Wealth Management Email Formats

Desert Financial Wealth Management uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@desertfinancial.com), used 100% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@desertfinancial.com	100%

About Desert Financial Wealth Management

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Desert Financial Credit Union and Desert Financial Wealth Management are not registered brokers/dealers and are independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Director

Manager

Employees by Department

Desert Financial Wealth Management has 9 employees across 3 departments.

Departments

Number of employees

Funding Data

Desert Financial Wealth Management has never raised funding before.

Frequently asked questions

Desert Financial Wealth Management is located in 148 N 48th St., Phoenix, US.

You can reach Desert Financial Wealth Management at +1122187238.

Desert Financial Wealth Management generates an estimated annual revenue of $513,330. This revenue figure reflects the company's market position and business performance in its industry.

Desert Financial Wealth Management has an estimated valuation of $1,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

Key Contacts at Desert Financial Wealth Management

James Senatore

Director Of Wealth Management

Shawn Hofland

Director Of Operations And Compliance

4.8

40,000 users