Marline & Associates Wealth Management Revenue

Financial Services • Duluth, Minnesota, United States • 1-10 Employees

Marline & Associates Wealth Management revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,400,000
Total funding	No funding

Key Contact at Marline & Associates Wealth Management

Jason Amireault

Director of Marketing/Client Relations

Company overview

Headquarters	11 E Superior St, Suite 510, Duluth, Minnesota 55802, US
Phone number	+18665989833
Website	marlinewealth.com
NAICS	52
SIC	874
Keywords	Risk Management, Retirement Planning, Education Funding, Tax Management Strategies, Money Guide Pro
Founded	2012
Employees	1-10

About Marline & Associates Wealth Management

Marline & Associates Wealth Management provides you with a team who are not only investment professionals, but one who truly understands your financial goals. We provide a combination of top-quality professionalism along with the personal approach you deserve. You will be established with a one-on-one relationship and be treated as an individual as we, as a team, work to uncover the best financial solution for your future. When you work with Marline & Associates Wealth Management, you will be investing with LPL Financial, one of the nation's largest broker-dealers. As a result, you will only receive the personalized experience, you will have the confidence knowing you're investing with credible partners. Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Independent Advisor Alliance, a registered investment advisor. Marline & Associates Wealth Management and Independent Advisor Alliance are separate entities from LPL Financial. Third party posts found on this page do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Marline & Associates Wealth Management has never raised funding before.

Marline & Associates Wealth Management Tech Stack

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

Cloudflare

CDN

GoDaddy

Hosting

HSTS

Security

Frequently asked questions

Marline & Associates Wealth Management is located in Duluth, Minnesota, US.

You can reach Marline & Associates Wealth Management at +18665989833.

Marline & Associates Wealth Management generates an estimated annual revenue of $427,775. This revenue figure reflects the company's market position and business performance in its industry.

Marline & Associates Wealth Management has an estimated valuation of $1,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Marline & Associates Wealth Management was founded in 2012, making it 14 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Marline & Associates Wealth Management

Jason Amireault

Director of Marketing/Client Relations

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