FAI Wealth Management Revenue
Investment Management • 
Columbia, Maryland, United States • 11-20 Employees
FAI Wealth Management revenue & valuation
| Annual revenue | $11,000,000 |
| Revenue per employee | $550,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $35,200,000 |
| Total funding | No funding |
Key Contacts at FAI Wealth Management
Michael Martin
Founder Of Financial Advantage, Inc., D/B/A Fai Wealth Management,Inc.
Dale Mcmullen
Owner
Mike Martin
Owner
Company overview
| Headquarters | 10211 Wincopin Circle, Suite 220, Columbia, MD 21044, US |
| Phone number | +14107159200 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Tax Planning, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning, Divorce & Widow Scenarios, Mid-Life Marriage/Remarriages, Pre-Retiree, Sudden Wealth Scenarios |
| Founded | 1987 |
| Employees | 11-20 |
| Socials |
FAI Wealth Management Email Formats
FAI Wealth Management uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 42.1% |
{first name}@company.com | john@company.com | 25.3% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 14.8% |
{first name}{last name}@company.com | johndoe@company.com | 10.2% |
{last name}@company.com | doe@company.com | 7.6% |
About FAI Wealth Management
We’re with you all the way. Since we opened our doors in 1987, FAI has integrated world-class investment philosophies with highly personalized financial planning that takes into account each client’s life story. Our financial perspective is presented in a friendly, down-to-earth manner that inspires trust and confidence. We are good listeners and we vow to always treat you the same way we’d want to be treated ourselves. This deep client commitment has translated into enduring relationships, many of which span decades. And while we’re proud of our combined 150+ years of experience in financial planning and wealth management, we’re even more fulfilled by the hundreds of families we serve. As an FAI client, you’ll work with a dedicated team that includes a senior advisor, associate advisor, and a client service representative, providing you with trusted, experienced counsel and continuity in your service. Together, we’ll design a integrated financial approach that adapts to every season of your life.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
FAI Wealth Management has 12 employees across 8 departments.
Departments
Number of employees
Funding Data
FAI Wealth Management has never raised funding before.
FAI Wealth Management Tech Stack
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