GW Randall & Associates Personal Wealth Management Revenue
Financial Services • 
Santa Rosa, California, United States • 1-10 Employees
GW Randall & Associates Personal Wealth Management revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Key Contact at GW Randall & Associates Personal Wealth Management
Janice Kelley
Vice President Operations
Company overview
| Headquarters | 3510 Unocal Place, Suite 207, Santa Rosa, California 95403, US |
| Phone number | +17075669713 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Simple, Wealth Preservation, Life, College Planning, Educational, Disability, Financial Planning, Retirement Plans, Roth, Traditional, Profit Sharing Plans, Estate Plans, Variable Annuity, Tax Plans, 401 (K) & 403 (B) Planning, & Ltc Insurance, Or Sep Iras |
| Founded | 2012 |
| Employees | 1-10 |
About GW Randall & Associates Personal Wealth Management
GW Randall & Associates was founded with the goal of assisting our clients in every aspect of their financial lives. We provide professional services in our industry. For each of our clients we strive to help create financial stability and pursue financial independence. We recognize that financial planning is a process, not a product. It is a process that involves discovering your goals and developing a plan to meet those goals. As your Financial Consultant we will do everything in our power to keep you focused on where you want to go, advise how to potentially get there, and continually remind you of the importance of maintaining a disciplined approach toward realizing your dreams. Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping to make your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to potentially get there, and continually remind you of the importance of maintaining a disciplined approach toward realizing your dreams. Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 707-566-9713. Securities offered through LPL Financial, Member SIPC - www.sipc.org Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.gwrandall.com.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
GW Randall & Associates Personal Wealth Management has never raised funding before.
United Kingdom
Frequently asked questions
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