Frederica Wealth Advisory Revenue

Investment Management • St Simons Island, Georgia, United States • 1-10 Employees

Frederica Wealth Advisory revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$1,100,000
Total funding	No funding

Key Contact at Frederica Wealth Advisory

Anna Hart

Vice President

Company overview

Headquarters	5500 Frederica Road, Suite 2108, Saint Simons Island, GA 31522, US
Phone number	+18445537872
Website	fredericawealth.com
NAICS	5231
SIC	628
Keywords	Financial Planning, Investment Advisory, Estate Planning, Family Wealth Responsibility
Founded	2015
Employees	1-10
Socials

Frederica Wealth Advisory Email Formats

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

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

About Frederica Wealth Advisory

912-268-2230 5500 Frederica Road Suite 1201 St. Simons Island, GA 31522 https://www.finra.org/#/ https://www.sipc.org/ Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Frederica Wealth Advisory is not affiliated with Kestra IS or Kestra AS. This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided. Investor Disclosures: https://www.kestrafinancial.com/disclosures

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Frederica Wealth Advisory has never raised funding before.

Frederica Wealth Advisory Tech Stack

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

Modernizr

JavaScript libraries

Awesomplete

Search engines

Cloudflare Bot Management

Security

Google Maps

Maps

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

FMG Suite

Marketing automation

HSTS

Security

Calendly

Appointment scheduling

Datadog

Analytics

Frequently asked questions

Frederica Wealth Advisory is located in St Simons Island, Georgia, US.

You can reach Frederica Wealth Advisory at +18445537872.

Frederica Wealth Advisory generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.

Frederica Wealth Advisory has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Frederica Wealth Advisory was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Frederica Wealth Advisory

Anna Hart

Vice President

4.8

40,000 users