KEY Advisors Wealth Management Revenue

Financial Services • Lewes, Delaware, United States • 1-10 Employees

KEY Advisors Wealth Management revenue & valuation

Annual revenue	$769,995
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,500,000
Total funding	No funding

Key Contacts at KEY Advisors Wealth Management

Doug Ferris

Co-Founder And Managing Partner

Linley Booth

Operations Director

Company overview

Headquarters	33718 Wescoats Road Suite C, Lewes, Delaware 19958, US
Phone number	+13026454530
Website	keywealthmgmt.com
NAICS	52
Keywords	Wealth Management, Retirement Planning, Financial Planning, Investment Strategy
Founded	2000
Employees	1-10
Socials

KEY Advisors Wealth Management Email Formats

KEY Advisors Wealth Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@keywealthmgmt.com), used 83.3% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@keywealthmgmt.com	83.3%
{first name}{last name}	johndoe@keywealthmgmt.com	16.7%

About KEY Advisors Wealth Management

Key Advisors Wealth Management is a fiercely independent financial advisory company that focuses on providing dynamic retirement planning strategies that are designed to work towards meeting each client’s specific goals. Our advisors specialize in assisting retirees, individuals approaching retirement, and business owners who are working towards a sound financial future. Our Investment Advisory services are offered through DFPG Investments, LLC

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Director

Founder/Owner

Employees by Department

KEY Advisors Wealth Management has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

KEY Advisors Wealth Management has never raised funding before.

KEY Advisors Wealth Management Tech Stack

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

Cloudflare

CDN

Modernizr

JavaScript libraries

Microsoft Clarity

Analytics

Awesomplete

Search engines

Cloudflare Bot Management

Security

jQuery

JavaScript libraries

FMG Suite

Marketing automation

GoDaddy

Hosting

Google Tag Manager

Tag managers

HSTS

Security

FancyBox

JavaScript libraries

Open Graph

Miscellaneous

Frequently asked questions

KEY Advisors Wealth Management is located in Lewes, Delaware, US.

You can reach KEY Advisors Wealth Management at +13026454530.

KEY Advisors Wealth Management generates an estimated annual revenue of $769,995. This revenue figure reflects the company's market position and business performance in its industry.

KEY Advisors Wealth Management has an estimated valuation of $2,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

KEY Advisors Wealth Management was founded in 2000, making it 26 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contacts at KEY Advisors Wealth Management

Doug Ferris

Co-Founder And Managing Partner

Linley Booth

Operations Director

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