Filippini Wealth Management Revenue

Financial Services • Santa Barbara, California, United States • 1-10 Employees

Filippini Wealth Management revenue & valuation

Annual revenue	$12,000,000
Revenue per employee	$2,978,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$38,200,000
Total funding	No funding

Key Contact at Filippini Wealth Management

Ian Filippini

CEO

Company overview

Headquarters	319 E Carrillo St, 201, Santa Barbara, California 93101, US
Phone number	+18059696200
Website	filippiniusa.com
NAICS	52
Keywords	Real Estate, Tax Planning, Wealth Management, Insurance
Employees	1-10
Socials

Filippini Wealth Management Email Formats

Filippini Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@filippiniusa.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@filippiniusa.com	100%

About Filippini Wealth Management

As a multifaceted group, we serve our clients with a single full-service group of companies they can turn to for all of their financial needs. We are independent and family owned with the ability to guide our clients in every area of their financial life. Our firm has many facets working closely together to effectively manage the many areas of wealth: Investments, Retirement Planning, Tax Planning, Estate Planning, Insurance, and Real Estate. Please see important disclosures regarding these separate entities below. We have offices in Montecito (Santa Barbara) and Westlake Village, California.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Filippini Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Filippini Wealth Management has never raised funding before.

Filippini Wealth Management Tech Stack

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

Cloudflare

CDN

Google Workspace

Amazon Web Services

PaaS

HTTP/3

Miscellaneous

PHP

Programming languages

WordPress

Blogs

Kinsta

Hosting

MySQL

Databases

Frequently asked questions

Filippini Wealth Management is located in Santa Barbara, California, US.

You can reach Filippini Wealth Management at +18059696200.

Filippini Wealth Management generates an estimated annual revenue of $11,909,159. This revenue figure reflects the company's market position and business performance in its industry.

Filippini Wealth Management has an estimated valuation of $38,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

Key Contact at Filippini Wealth Management

Ian Filippini

CEO

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