KBK Wealth Management Revenue

Financial Services • Manhattan, New York, United States • 11-20 Employees

KBK Wealth Management revenue & valuation

Annual revenue	$915,850
Revenue per employee	$62,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,000,000
Total funding	No funding

Key Contact at KBK Wealth Management

Richard Kass

Owner

Company overview

Headquarters	28 West 44th Street, Suite 1200, New York, NY 10036, US
Phone number	+12129448501
Website	kbkwealth.com
NAICS	52
SIC	874
Employees	11-20
Socials

KBK Wealth Management Email Formats

KBK Wealth Management uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@kbkwealth.com), used 62.5% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@kbkwealth.com	87.5%
{first name}.{last name}	john.doe@kbkwealth.com	12.5%

About KBK Wealth Management

KBK Wealth Management is a full service independent financial consulting and wealth management firm. They are recognized for their long term commitment to its clients. We deliver professional wealth management with a unique integration of tax and financial planning strategies. These strategies are designed to provide clients the one-stop shopping needed to act quickly and expertly when making decisions that will affect them now and into the future. Our seasoned management team has a deep understanding of our clients concerns. We bring an entrepreneurial spirit and vision to help offer solutions, take advantage of investment opportunities, and optimize benefits to help clients move forward confidently in achieving their financial goals. This communication is strictly intended for individuals residing in the states of CA, CT, DC, FL, GA, MA, MD, NJ, NY. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network, www.finra.org, www.sipc.org, a Registered Investment Adviser. Fixed insurance products and services offered by KBK Wealth Management, LLC are separate and unrelated to Commonwealth. KBK Wealth Management, LLC, 28 West 44th Street, Suite 1200, New York, NY 10036 212.944.8504. Please review our Terms of Use here: www.commonwealth.com/termsofuse.html.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Partner

Founder/Owner

Employees by Department

KBK Wealth Management has 7 employees across 3 departments.

Departments

Number of employees

Funding Data

KBK Wealth Management has never raised funding before.

KBK Wealth Management Tech Stack

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

Modernizr

JavaScript libraries

Awesomplete

Search engines

Cloudflare Bot Management

Security

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

FMG Suite

Marketing automation

HSTS

Security

Datadog

Analytics

Google Analytics

Analytics

Amazon S3

CDN

Amazon Web Services

PaaS

Frequently asked questions

KBK Wealth Management is located in Manhattan, New York, US.

You can reach KBK Wealth Management at +12129448501.

KBK Wealth Management generates an estimated annual revenue of $915,850. This revenue figure reflects the company's market position and business performance in its industry.

KBK Wealth Management has an estimated valuation of $3,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

KBK Wealth Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at KBK Wealth Management

Richard Kass

Owner

4.8

40,000 users