Family Asset Management Revenue

Financial Services • Charleston, South Carolina, United States • 1-10 Employees

Family Asset Management revenue & valuation

Annual revenue	$684,440
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,200,000
Total funding	No funding

Key Contact at Family Asset Management

Benhard Kauer

Owner

Company overview

Headquarters	997 Morrison Drive, Suite 401, Charleston, South Carolina 29403, US
Phone number	+18437232994
Website	sequoia-financial.com
NAICS	52
Keywords	Financial Administration, , Asset Management, Financial Planning, Alternative Investments, Cash Management, Retirement Services, Legacy Planning, Philanthropic Planning, Foundations And Trusts, Credit Arrangements, Family Communication And Strategy
Founded	1991
Employees	1-10

Family Asset Management Email Formats

Family Asset Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@sequoia-financial.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@sequoia-financial.com	100%

About Family Asset Management

Newly Sequoia Financial Group since 11.01.2024. We serve clients across the wealth continuum, enriching lives by helping individuals and families advance their chosen future. Follow us at Sequoia Financial Group. FAM is registered with the Securities and Exchange Commission.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Founder/Owner

Employees by Department

Family Asset Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Family Asset Management has never raised funding before.

Frequently asked questions

Family Asset Management is located in Charleston, South Carolina, US.

You can reach Family Asset Management at +18437232994.

Family Asset Management generates an estimated annual revenue of $684,440. This revenue figure reflects the company's market position and business performance in its industry.

Family Asset Management has an estimated valuation of $2,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Family Asset Management was founded in 1991, making it 35 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Family Asset Management

Benhard Kauer

Owner

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