Heritage Capital Strategies Revenue
Insurance • 
Thousand Oaks, California, United States • 1-10 Employees
Heritage Capital Strategies revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Insurance industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Key Contacts at Heritage Capital Strategies
Robert C. Kulle
Founder & Ceo
Amanda Evans
Director Of Client Services
Company overview
| Headquarters | 2555 Townsgate Rd, Suite 105, Westlake Village, California 91361, US |
| Phone number | +18056042717 |
| Websites | |
| NAICS | 52 |
| Founded | 2004 |
| Employees | 1-10 |
| Socials |
Heritage Capital Strategies Email Formats
Heritage Capital Strategies uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@hcapst.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@hcapst.com | 50% |
{first name}{last name} | johndoe@hcapst.com | 50% |
About Heritage Capital Strategies
Heritage Capital Strategies is an independent financial services firm specializing in life insurance solutions for business owners, affluent families, key-executives, and family offices. Our mission is to help clients identify the life insurance products and funding scenarios that manage your current financial risks while maintaining the flexibility to accommodate future modifications. Every client has unique circumstances. We have the analytical proficiency, underwriting expertise and market access to customize a life insurance portfolio that meets your financial vision. - Securities and Investment Advisory services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Heritage Capital Strategies is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/ Affiliates, and have not been reviewed as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional. The testimonials/ recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Heritage Capital Strategies has 3 employees across 3 departments.
Departments
Number of employees
Funding Data
Heritage Capital Strategies has never raised funding before.
Heritage Capital Strategies Tech Stack
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Frequently asked questions
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