Fross and Fross Wealth Management Revenue
Financial Services • 
The Villages, Florida, United States • 11-20 Employees
Fross and Fross Wealth Management revenue & valuation
| Annual revenue | $6,101,497 |
| Revenue per employee | $407,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $19,600,000 |
| Total funding | No funding |
Key Contact at Fross and Fross Wealth Management
Andrea Roberts
Director Of Corporate Communications
Company overview
| Headquarters | 910 Old Camp Road Building 90, The Villages, FL 32162, US |
| Phone number | +13522057800 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2007 |
| Employees | 11-20 |
| Socials |
Fross and Fross Wealth Management Email Formats
Fross and Fross Wealth Management uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@frossandfross.com), used 55.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@frossandfross.com | 77.8% |
{first name}.{last name} | john.doe@frossandfross.com | 22.2% |
About Fross and Fross Wealth Management
At Fross and Fross, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in a good position to approach such challenges with experience and skill. Our Commitment When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals - individuals with vast experience in addressing your particular concerns. We are financial coaches, helping our clients manage the long-term decisions that ultimately determine the wealth, which they and their families accumulate. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Fross and Fross Wealth Management has 9 employees across 3 departments.
Departments
Number of employees
Funding Data
Fross and Fross Wealth Management has never raised funding before.
Poland
Frequently asked questions
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