High Bluff Private Wealth Revenue

Financial Services • San Diego, California, United States • 1-10 Employees

High Bluff Private Wealth revenue & valuation

Annual revenue	$598,885
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,000,000
Total funding	No funding

Key Contact at High Bluff Private Wealth

Andrea Holstein

Director Of First Impressions

Company overview

Headquarters	12520 HIGH BLUFF DRIVE, Suite 120, SAN DIEGO, California 92130, US
Phone number	+18587927027
Website	highbluffpw.com
NAICS	52
Employees	1-10
Socials

About High Bluff Private Wealth

High Bluff Private Wealth is a comprehensive financial planning firm specializing in investment management, insurance planning, tax minimization strategies, and college education planning. We also work with business owners in designing employee benefit plans including qualified retirement plans and executive benefit packages. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC (finra.org/sipc.org). The financial professionals associated with DBA may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Director

Manager

Employees by Department

High Bluff Private Wealth has 3 employees across 2 departments.

Departments

Number of employees

Funding Data

High Bluff Private Wealth has never raised funding before.

Frequently asked questions

High Bluff Private Wealth is located in San Diego, California, US.

You can reach High Bluff Private Wealth at +18587927027.

High Bluff Private Wealth generates an estimated annual revenue of $598,885. This revenue figure reflects the company's market position and business performance in its industry.

High Bluff Private Wealth has an estimated valuation of $2,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

Key Contact at High Bluff Private Wealth

Andrea Holstein

Director Of First Impressions

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