GenCrest Capital Partners Revenue
Investment Management • 
Greensboro, North Carolina, United States • 21-50 Employees
GenCrest Capital Partners revenue & valuation
| Annual revenue | $1,796,655 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $5,800,000 |
| Total funding | No funding |
Key Contacts at GenCrest Capital Partners
Sherry Campbell
Chief Executive Officer
Steve Hutchinson
Founder, Ceo
Ashley Madden
Director Of Financial Planning
Bonnie Bowen Zades
Director Of Business Valuations
Rachel May
Director Of Client Services
Allison Moore
Director Of Client Relations & Marketing
Susie Harris
Director Of First Impressions
Terri Coons
Director Of Client Services
Company overview
| Headquarters | 445 Dolley Madison Road, Suite 200, Greensboro, NC 27410, US |
| Phone number | +13362356600 |
| Websites | |
| NAICS | 5231 |
| Keywords | Private Wealth Management, Asset Protection, Family Office, Financial Planning, Active Management, Tactical Management, Comprehensive Tax Planning, Personalized Wealth Management, Durable Portfolio Structure, High Levels Of Personalized Service, High Quality Investment Opportunities, Personal Financial Advisor, Strategic Diversified Allocation |
| Founded | 1986 |
| Employees | 21-50 |
| Socials |
GenCrest Capital Partners Email Formats
GenCrest Capital Partners uses 2 email formats. The most common is {first initial} (e.g., j@gencrestcapital.com), used 53.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@gencrestcapital.com | 53.8% |
{first name} | john@gencrestcapital.com | 46.2% |
About GenCrest Capital Partners
Gen: A nod to generational wealth, underscoring our dedication to preserving and enhancing your family's legacy. Crest: Symbolizing the pinnacle of achievement and success, representing our commitment to reaching the highest standards in wealth management. We can design strategies to help preserve your wealth and build a legacy for future generations by offering customized wealth management, comprehensive tax planning and asset protection. Securities offered through registered representatives of The Strategic Financial Alliance, Inc. (SFA), member FINRA, SIPC. Advisory services offered through registered investment adviser representatives of Strategic Blueprint LLC. SFA and Strategic Blueprint are affiliated through common ownership but otherwise unaffiliated with Hutchinson Family Offices. Investments in securities involve risk, including the potential loss of principal invested. We do not provide customer service or enable financial transactions through this site. Should any client have questions or concerns that are specific to his or her account, please contact our office directly. Do not post personal, account or transaction information anywhere on this site. Opinions expressed herein are those of the author and do not necessarily reflect those of The Strategic Financial Alliance, Inc., Strategic Blueprint LLC, its officers, directors, employees, or associated persons.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
GenCrest Capital Partners has 8 employees across 5 departments.
Departments
Number of employees
Funding Data
GenCrest Capital Partners has never raised funding before.
GenCrest Capital Partners Tech Stack
Discover the technologies and tools that power GenCrest Capital Partners's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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