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Fierce Wealth Management Group

Fierce Wealth Management Group Revenue

Financial ServicesFlag of US9045 River Rd, Suite 401, United States1-10 Employees

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Fierce Wealth Management Group revenue & valuation

Annual revenue$85,555
Revenue per employee$86,000
Estimated valuation?$273,776
Total fundingNo funding

Key Contact at Fierce Wealth Management Group

Flag of US

Jeff Fierce

President

Company overview

Headquarters9045 River Rd, Suite 401, Indianapolis, Indiana 46240, US
Phone number+13177951784
Website
NAICS52
Founded2009
Employees1-10

About Fierce Wealth Management Group

We have served the needs of individuals, families and business owners seeking comprehensive financial strategies and personalized asset management strategies for 28 years. Our approach is objective, disciplined, and tailored to each client's specific needs. I understand that the process of wealth management is lifelong. Along with helping clients pursue their goals and dreams, We strive to help ensure that our clients are able to keep the promises they have made to themselves, to their families and to their communities. Areas of Specialization; 401k distributions, financial planning, portfolio construction, investment management, estate planning, college planning, tax planning, concentrated stock position, stock options, life insurance, long term care insurance,disability insurance, cash flow analysis, risk management.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Fierce Wealth Management Group has never raised funding before.

Frequently asked questions

Fierce Wealth Management Group is located in 9045 River Rd, Suite 401, US.
You can reach Fierce Wealth Management Group at +13177951784.
Fierce Wealth Management Group generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.
Fierce Wealth Management Group has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Fierce Wealth Management Group was founded in 2009, making it 17 years old. The company has established itself as a significant player in its industry over this time.
Fierce Wealth Management Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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