JANCO Wealth Management Revenue

Investment Management • Glendale, Wisconsin, United States • 1-10 Employees

JANCO 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 Investment Management industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at JANCO Wealth Management

Janet Kratz

President

Company overview

Headquarters	603 West Apple Tree Road, Milwaukee, Wisconsin 53217, US
Phone number	+14142738373
Website	jancowealth.com
NAICS	5231
SIC	628
Keywords	Fiduciary, Investment Advisor, Fee Only, Developing Customized Investment Portfolios, Engaging And Empowering Female Investors
Founded	1985
Employees	1-10
Socials

JANCO Wealth Management Email Formats

JANCO Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@jancowealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@jancowealth.com	100%

About JANCO Wealth Management

JANCO Wealth Management, owned by Janet Kratz, is an independent fee-based wealth management firm dedicated to helping individuals achieve financial peace of mind. JANCO Wealth Management is Registered Investment Advisor (RIA): As an RIA, JANCO acts as a Fiduciary, meaning that we always put the best interests of our clients first. We’re paid on a fee basis only: JANCO does not charge or receive any commissions, fees, or residual payments of any kind, nor do we sell any products. JANCO has no incentive to create unnecessary activity in order to get paid. We work with your attorney and accountant: Together, we’ll put together an investment plan that will meet your legal, tax, and long-term investment needs. #wealthmanagement #wealthmanager #investmentstrategies #investmentplanning #retirementplanning #financialplanning #moneymindset #wealthadvisor #financialgoals #changeyourlife #estateplanning #growthmindset #wealthmindset

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

JANCO Wealth Management has never raised funding before.

JANCO Wealth Management Tech Stack

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

Apache HTTP Server

Web servers

Amazon S3

CDN

Amazon Web Services

PaaS

jQuery

JavaScript libraries

PHP

Programming languages

Yii

Web frameworks

MailChimp

Bootstrap

UI frameworks

Craft CMS

CMS

Google Font API

Font scripts

Microsoft 365

Frequently asked questions

JANCO Wealth Management is located in Glendale, Wisconsin, US.

You can reach JANCO Wealth Management at +14142738373.

JANCO 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.

JANCO 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.

JANCO Wealth Management was founded in 1985, making it 41 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at JANCO Wealth Management

Janet Kratz

President

4.8

40,000 users