Huffman & Ross Wealth Management Revenue

Financial Services • Morgantown, West Virginia, United States • 1-10 Employees

Huffman & Ross Wealth Management 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 Huffman & Ross Wealth Management

Jennifer Ross

Co-Founder

Company overview

Headquarters	6220 Mid Atlantic Dr, Morgantown, West Virginia 26508, US
Phone number	+12123144600
Websites	huffmanross.com equitable.com huffmanrosswealth.com
NAICS	52
Founded	2021
Employees	1-10

Huffman & Ross Wealth Management Email Formats

Huffman & Ross Wealth Management uses 1 email format. The most common is {first name} (e.g., john@huffmanross.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@huffmanross.com	100%

About Huffman & Ross Wealth Management

At Huffman & Ross Wealth Management, we have a steadfast commitment to our clients and community. We approach each client relationship with a heartfelt dedication to serving your best interests with the goal of providing advice that is both actionable and meaningful. Erik Huffman and Jennifer Ross bring nearly 40 years of industry experience and expertise along with a lifelong association and loyalty to their home state of West Virginia. Most recently Erik and Jennifer each spent nearly a decade specializing in comprehensive planning and advice for those in the academic and medical fields; yet also recognize that every level of wealth has its own set of challenges, opportunities, and requirements. Wherever you are along the road to financial success, Erik & Jennifer are ready to work with you. A key to the firm’s professional excellence rests in the freedom to use a multitude of financial and investment partners rather than a proprietary platform. Our experience and principled approach allow us to deliver on our promise of personalized service that includes Financial Planning, Asset Management, Income Planning and Estate Planning. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. [Retirement Benefits Group is a specialized division of Equitable Advisors, LLC.] Huffman and Ross Wealth Management is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d ACS

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Huffman & Ross Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Huffman & Ross Wealth Management has never raised funding before.

Frequently asked questions

Huffman & Ross Wealth Management is located in Morgantown, West Virginia, US.

You can reach Huffman & Ross Wealth Management at +12123144600.

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

Huffman & Ross Wealth Management 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.

Huffman & Ross 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.

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

Key Contact at Huffman & Ross Wealth Management

Jennifer Ross

Co-Founder

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