Marciano Wealth Advisors Revenue
Financial Services • 
Tredyffrin, Pennsylvania, United States • 1-10 Employees
Marciano Wealth Advisors 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 Marciano Wealth Advisors
Michael Marciano
Owner/Managing Partner
Company overview
| Headquarters | 1147 Lancaster Ave, Berwyn, Pennsylvania 19312, US |
| Phone number | +16109921202 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Insurance Planning, Financial Planning, Investment Management, Legacy Planning, Wealth Planning |
| Founded | 2006 |
| Employees | 1-10 |
| Socials |
Marciano Wealth Advisors Email Formats
Marciano Wealth Advisors uses 2 email formats. The most common is {last name}{last name} (e.g., doedoe@marcianowealthadvisors.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{last name}{last name} | doedoe@marcianowealthadvisors.com | 66.7% |
{first initial}{last name} | jdoe@marcianowealthadvisors.com | 33.3% |
About Marciano Wealth Advisors
Marciano Wealth Advisors is a "best of breed" financial services firm comprised of consummate professionals who share a passion for serving their clients beyond their highest expectations. We are reminded every day of the trust our clients have placed in us to be an integral component in their wealth and legacy planning. Our client relationships are deeply personal. We know our clients intimately, we share ideas, we collaborate, we help our clients organize and prioritize their planning and investment goals, and we embrace our professional role in that process. We are constantly respectful of our client’s specific cash flow needs, their planning goals, their tax bracket, and their risk tolerance, and our methodology encourages cooperation between legal and accounting relationships that our clients may already have in place to create a desired end-product that is often greater than the sum of its parts. Securities offered through: Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through: Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Marciano Wealth Advisors and Cambridge are independent non-affiliated entities Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Marciano Wealth Advisors has never raised funding before.
Marciano Wealth Advisors Tech Stack
Discover the technologies and tools that power Marciano Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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