Family Wealth Management Advisory Revenue

Financial Services • United States • 1-10 Employees

Family Wealth Management Advisory revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,400,000
Total funding	No funding

Key Contact at Family Wealth Management Advisory

Martin V. Higgins

President

Company overview

Headquarters	United States
Phone number	+18779887722
Website	familywealthadvisory.com
NAICS	52
SIC	874
Employees	1-10
Socials

Family Wealth Management Advisory Email Formats

Family Wealth Management Advisory uses 2 email formats. The most common is {first initial} (e.g., j@familywealthadvisory.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}	j@familywealthadvisory.com	66.7%
{first name}	john@familywealthadvisory.com	33.3%

About Family Wealth Management Advisory

At Family Wealth Management, advisors provide you with financial planning and wealth management services designed to help preserve and transfer your family’s wealth. Our mission is to simplify your financial life, protect your wealth, and give you the opportunity to enjoy life, free from the burden of financial worries.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Manager

Vice President

Employees by Department

Family Wealth Management Advisory has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Family Wealth Management Advisory has never raised funding before.

Family Wealth Management Advisory Tech Stack

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

Modernizr

JavaScript libraries

Awesomplete

Search engines

Cloudflare Bot Management

Security

Slick

JavaScript libraries

Google Maps

Maps

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

FMG Suite

Marketing automation

HSTS

Security

Datadog

Analytics

Frequently asked questions

Family Wealth Management Advisory is located in US.

You can reach Family Wealth Management Advisory at +18779887722.

Family Wealth Management Advisory generates an estimated annual revenue of $427,775. This revenue figure reflects the company's market position and business performance in its industry.

Family Wealth Management Advisory has an estimated valuation of $1,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

Key Contact at Family Wealth Management Advisory

Martin V. Higgins

President

4.8

40,000 users