Heritage Wealth Managers Revenue

Financial Services • Kailua-Kona, Hawaii, United States • 1-10 Employees

Heritage Wealth Managers revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Key Contact at Heritage Wealth Managers

John Czajkowski

Owner

Company overview

Headquarters	73-143 Kukuna St, Kailua Kona, HI 96740-7307, US
Website	heritagewealthmgrs.com
NAICS	52
SIC	628
Keywords	Comprehensive Financial Planning, Charitable Planning, Retirement Planning, Lifestyle Enhancement
Founded	1993
Employees	1-10

About Heritage Wealth Managers

As a comprehensive financial advisory firm, the purpose of this page is to provide you with meaningful content designed to enhance your lifestyle. To assist in accomplishing this goal you will find fresh ideas posted Monday through Thursday. We look forward to receiving your feedback! John Czajkowski is a registered principal (branch manager) overseeing the careers & ethics of other financial advisors. He is also an investment advisor representative. He offers securities through Securities America, Inc., a registered broker/dealer & member of FINRA (www.FINRA.org) / SIPC (www.SIPC.org). Advisory services are offered through Securities America Advisors, Inc. His firm, Heritage Wealth Managers, & Securities America are unaffiliated companies. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Heritage Wealth Managers has never raised funding before.

Frequently asked questions

Heritage Wealth Managers is located in Kailua-Kona, Hawaii, US.

Heritage Wealth Managers generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.

Heritage Wealth Managers has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Heritage Wealth Managers was founded in 1993, making it 33 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Heritage Wealth Managers

John Czajkowski

Owner

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