Holy City Wealth Management Revenue

Financial Services • North Charleston, South Carolina, United States • 1-10 Employees

Holy City Wealth Management 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

Key Contact at Holy City Wealth Management

Donald Meade

Owner

Company overview

Headquarters	4000 Faber Place Dr, Suite 300, Charleston, South Carolina 29405, US
Phone number	+18436959687
Websites	holycitywealthmanagement.com cambridgesecure.com
NAICS	52
Keywords	Wealth Management, Financial Planning, Investment Advisory, Retirement, Risk Assessment
Founded	2021
Employees	1-10

About Holy City Wealth Management

Holy City Wealth Management is an independent Wealth Management and Investment Advisory firm with a mission of serving the financial planning needs of individual investors and small business owners. We focus on the specific needs, goals, and risk tolerance of each client to create tailored strategies to help achieve established goals of accumulation, distribution, and protection of assets.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Holy City Wealth Management has never raised funding before.

Holy City Wealth Management Tech Stack

Discover the technologies and tools that power Holy City Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

reCAPTCHA

Security

Underscore.js

JavaScript libraries

Drupal

CMS

Google Maps

Maps

jQuery

JavaScript libraries

PHP

Programming languages

HSTS

Security

Calendly

Appointment scheduling

AddToAny

Widgets

Google Analytics

Analytics

Moment.js

JavaScript libraries

Frequently asked questions

Holy City Wealth Management is located in North Charleston, South Carolina, US.

You can reach Holy City Wealth Management at +18436959687.

Holy City Wealth Management generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

Holy City Wealth Management has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Holy City Wealth Management was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Holy City Wealth Management

Donald Meade

Owner

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