Katterhenry Investment Group of NEST Capital
Financial Services • 
Troy, Ohio, United States • 11-20 Employees
Company overview
| Headquarters | 51 S Stanfield Rd, Troy, Ohio 45373, US |
| Phone number | +18003665384 |
| Websites | |
| NAICS | 52 |
| Founded | 1989 |
| Employees | 11-20 |
Key Contact at Katterhenry Investment Group of NEST Capital
Eric Haubert
Senior Financial Advisor, Registered Principal & Owner
Katterhenry Investment Group of NEST Capital Email Formats
Katterhenry Investment Group of NEST Capital uses 2 email formats. The most common is {first name} (e.g., john@katterhenryinvestmentgroup.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@katterhenryinvestmentgroup.com | 66.7% |
{first initial} | j@katterhenryinvestmentgroup.com | 33.3% |
About Katterhenry Investment Group of NEST Capital
Katterhenry Investment Group of NEST Capital is celebrating our 35th year! We have two CFP® professionals, a Registered Principal, two Chartered Retirement Planning CounselorSM, a Chartered Mutual Fund CounselorSM, a Certified Investment Management Analyst, two Accredited Domestic Partnership AdvisorsSM, a Certified Divorce Financial Analyst, Sports & Entertainment Accredited Wealth Management Advisor and a Master of Science Degree in Financial Planning within our ranks. We bring our clients over 35 FAs and support staff managing over $1.7B AUM (as of October 31, 2023). Each of us brings a distinct set up experience and skills to the mix, coming together complimentarily to create an incredibly effective team. Retirement planning is the heart of our business. We work with multiple generations to facilitate wealth accumulation, retirement income, wealth preservation and wealth transfer. With unwavering disciplined commitment to our core investment management practices and beliefs, we endeavor to grow client assets during the favorable market conditions, as well as preserve their wealth during rough times in the financial markets. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social. This information is intended for use only by residents of (AL, AZ, CA, CO, CT, DC, FL, FA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NJ, NV, OH, OR, SC, SD, TN, TX, UT). CA Insurance Producer License Number: 0D68746 (Eric J. Haubert) Resident state Ohio, 0D65744 (Lisa Katterhenry Howe) Resident state Ohio.
Katterhenry Investment Group of NEST Capital revenue & valuation
| Annual revenue | $1,197,770 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Katterhenry Investment Group of NEST Capital has 6 employees across 2 departments.
Departments
Number of employees
Funding Data
Katterhenry Investment Group of NEST Capital has never raised funding before.
Italy
United KingdomFrequently asked questions
4.8
40,000 users
