Legacy Wealth Advisors Revenue

Financial Services • Clinton Township, Michigan, United States • 1-10 Employees

Legacy Wealth Advisors revenue & valuation

Annual revenue	$684,440
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,200,000
Total funding	No funding

Key Contact at Legacy Wealth Advisors

Greg Carrico

Co-Founder And President

Company overview

Headquarters	41700 Hayes Road, Suite A, Clinton Township, MI 48038, US
Website	legathy-wealth.com
NAICS	52
Keywords	Investments, Risk Management, Personal Finance, Wealth Management, Retirement Planning, Insurance, Financial Planning, Estate Planning, Retirement, Taxes, Portfolio Managmenet
Founded	2016
Employees	1-10

Legacy Wealth Advisors Email Formats

Legacy Wealth Advisors uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@legacy-wealth.com), used 100% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@legacy-wealth.com	100%

About Legacy Wealth Advisors

Our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We offer thorough counsel on each client’s wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client’s financial goals. We are our clients’ financial advocate, striving to organize and simplify life in such a way that maximizes the family’s enjoyment of their wealth now and in the future.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Founder/Owner

Employees by Department

Legacy Wealth Advisors has 3 employees across 3 departments.

Departments

Number of employees

Funding Data

Legacy Wealth Advisors has never raised funding before.

Frequently asked questions

Legacy Wealth Advisors is located in Clinton Township, Michigan, US.

Legacy Wealth Advisors generates an estimated annual revenue of $684,440. This revenue figure reflects the company's market position and business performance in its industry.

Legacy Wealth Advisors has an estimated valuation of $2,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Legacy Wealth Advisors was founded in 2016, making it 10 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Legacy Wealth Advisors

Greg Carrico

Co-Founder And President

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