Hickory Ridge Wealth Advisors

Financial Services • 476 Dillard Rd, Highlands, United States • 1-10 Employees

Company overview

Headquarters	476 Dillard Rd, Highlands, North Carolina 28741, US
Phone number	+18287877218
Website	hickoryridgewealth.com
NAICS	52
Keywords	Portfolio Construction, Asset Management, Retirement Planning, Business Solutions, Financial Planning, Legacy Design
Founded	2024
Employees	1-10

Key Contact at Hickory Ridge Wealth Advisors

Justin Souma

Managing Director

About Hickory Ridge Wealth Advisors

We are a full service financial firm dedicated to enhancing your financial independence. Our tailored programs aim to foster your wealth through strategic processes and personalized services. Based in Highlands, NC, we serve a variety of clients from individuals and families, non-profits and companies small to large seeking planning and investment management.

Hickory Ridge Wealth Advisors revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Hickory Ridge Wealth Advisors has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Hickory Ridge Wealth Advisors has never raised funding before.

Frequently asked questions

Hickory Ridge Wealth Advisors is located in 476 Dillard Rd, Highlands, US.

You can reach Hickory Ridge Wealth Advisors at +18287877218.

Hickory Ridge Wealth Advisors was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Hickory Ridge Wealth Advisors

Justin Souma

Managing Director

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