Levy Financial Group Revenue

Financial Services • Mount Pleasant, South Carolina, United States • 1-10 Employees

Levy Financial Group revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Key Contact at Levy Financial Group

Marc W. Levy

Founder

Company overview

Headquarters	238 Mathis Ferry Road, Suite 104, Mt. Pleasant, SC 29464, US
Phone number	+18432162194
Website	levyfinancialgroup.com
NAICS	52
SIC	628
Keywords	Wealth Management, Financial Planning, Investment Advisory Services, Qualified Retirement Plans
Founded	1996
Employees	1-10
Socials

Levy Financial Group Email Formats

Levy Financial Group uses 1 email format. The most common is {first initial} (e.g., j@levyfinancialgroup.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@levyfinancialgroup.com	100%

About Levy Financial Group

Levy Financial Group is a Charleston based Financial Advisory firm committed to providing the highest level of expertise and service in the areas of Wealth Management, Qualified Retirement Plans, and Investment Advisory Services. The dedicated professionals at Levy Financial Group have over forty years of combined experience in the financial services industry, and over thirty years of serving the retirement plan marketplace. The firm specializes in the design, implementation, and ongoing servicing of employer-sponsored retirement plans. Other key focus areas for the firm consist of comprehensive financial planning, including independent objective advice and oversight over client's investment and insurance portfolios. We are committed to providing the most objective, independent, and expert advice and service customized to meet our clients financial planning needs. Levy Financial Group | 238 Mathis Ferry Road Ste. 104 | Mt. Pleasant, SC 29464. Securities and advisory services offered through Commonwealth Financial Network, Member www.FINRA.org/www.SIPC.com, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of (CA, FL, GA, IL, KY, MA, MD, MI, NC, NH, NY, OH, SC, & TN). No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Please review our Terms of Use here: www.commonwealth.com/termsofuse.html

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Levy Financial Group has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Levy Financial Group has never raised funding before.

Frequently asked questions

Levy Financial Group is located in Mount Pleasant, South Carolina, US.

You can reach Levy Financial Group at +18432162194.

Levy Financial Group generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.

Levy Financial Group has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Levy Financial Group was founded in 1996, making it 30 years old. The company has established itself as a significant player in its industry over this time.

Levy Financial Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Levy Financial Group

Marc W. Levy

Founder

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