JMC Wealth Management

Financial Services • Chicago, Illinois, United States • 1-10 Employees

Company overview

Headquarters	Chicago, Illinois, United States
Phone number	+13122751901
Website	jmcwealth.com
NAICS	52
SIC	874
Employees	1-10
Socials

Key Contact at JMC Wealth Management

Juile Casserly

President, CLU, ChFC, MBA, CFP®

About JMC Wealth Management

JMC Wealth Management, Inc. is a Chicago Area Independent Wealth Management firm assisting clients in applying personal strategies and goals to their financial planning needs. We look at the areas that are not providing satisfaction in our clients’ lives and see how financial planning can relieve this unease.

JMC Wealth Management revenue & valuation

Annual revenue	$383,934
Revenue per employee	$64,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,300,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Intern

Manager

Employees by Department

JMC Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

JMC Wealth Management has never raised funding before.