Mader & Shannon Wealth Management Revenue
Investment Management • 
Kansas City, Missouri, United States • 1-10 Employees
Mader & Shannon Wealth Management revenue & valuation
| Annual revenue | $11,000,000 |
| Revenue per employee | $1,091,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $34,900,000 |
| Total funding | No funding |
Key Contact at Mader & Shannon Wealth Management
Bret Guillaume
President
Company overview
| Headquarters | 4717 Grand Ave., Ste 800, Kansas City, MO 64112, US |
| Phone number | +18167510585 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Asset Management And Financial Planning |
| Founded | 1995 |
| Employees | 1-10 |
| Socials |
Mader & Shannon Wealth Management Email Formats
Mader & Shannon Wealth Management uses 2 email formats. The most common is {first name} (e.g., john@madershannon.com), used 57.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@madershannon.com | 57.1% |
{first initial} | j@madershannon.com | 42.9% |
About Mader & Shannon Wealth Management
ASSET MANAGEMENT MSWM is committed to meeting client objectives of achieving yield and growth with as little risk as possible while minimizing transaction costs and taxes. Asset Management services are provided as a percent of the money we manage. We do not participate in commissions from trading. Referrals from existing clients, as well as from their CPAs, Tax Attorneys, and Estate Planning Attorneys provide our main source of new clients. As a rule, we do not use Mutual Funds or any other investment vehicle that we deem as having excessive fees. If we can get better performance from a security with fewer fees it translates into a better value to our clients. FINANCIAL PLANNING Retaining an independent financial professional is as important for planning as it is for asset management. MSWM has no commitment to any product or service that will in any way conflict with the best interests of our clients. Our services are designed to offer objective advice and set reasonable expectations. We take the time to educate clients on suitable financial solutions, carefully exploring risk and performance expectations. Comprehensive financial planning involves much more than retirement planning. Since our inception we have established a large support network of the finest Estate Planning and Tax Attorneys, CPA's and other industry professionals to offer complete wealth management for our clients. We are accustomed to serving on planning teams with such affiliated professionals.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Mader & Shannon Wealth Management has 7 employees across 3 departments.
Departments
Number of employees
Funding Data
Mader & Shannon Wealth Management has never raised funding before.
Mader & Shannon Wealth Management Tech Stack
Discover the technologies and tools that power Mader & Shannon Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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