MaxGuard Wealth
Investment Management • 
Princeton, New Jersey, United States • 1-10 Employees
Company overview
| Headquarters | Princeton, New Jersey, United States |
| Phone number | +16094986996 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Investments, Insurance, Estate Planning, Financial Planning, 401K Rollover |
| Founded | 2016 |
| Employees | 1-10 |
Key Contact at MaxGuard Wealth
Kimberly Garcete
Director of Client Experience & Operations
MaxGuard Wealth Email Formats
MaxGuard Wealth uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@maxguardwealth.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@maxguardwealth.com | 66.7% |
{first initial} | j@maxguardwealth.com | 33.3% |
About MaxGuard Wealth
Independent Advisory Services offered by duly registered individuals through AE Wealth Management. LLC (AEWM). AEWM and MaxGuard Wealth, LLC are not affiliated companies.
MaxGuard Wealth revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
MaxGuard Wealth has never raised funding before.
MaxGuard Wealth Tech Stack
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