MCG Wealth Management Revenue

Financial Services • Sydney, New South Wales, Australia • 1-10 Employees

MCG Wealth Management revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Key Contact at MCG Wealth Management

Brent Mcgoldrick

Managing Director, Client Portfolio Manager

Company overview

Headquarters	Suit 6, Level 1, Lingate House, 409-411 New South Head Road, Double Bay, NSW 2028, AU
Phone number	+61293277395
Website	mcgwealth.com.au
NAICS	52
SIC	874
Keywords	Family Office, Wealth Management, Private Clients, Private Wealth, Charitable Foundations
Founded	2005
Employees	1-10
Socials

MCG Wealth Management Email Formats

MCG Wealth Management uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@mcgwealth.com.au), used 66.7% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@mcgwealth.com.au	66.7%
{second initial}.{last name}	o.doe@mcgwealth.com.au	33.3%

About MCG Wealth Management

MCG Wealth Management is a private investment firm that provides portfolio solutions for high-net-worth individuals, families and small to mid-size institutions. We complement our investment capabilities, with a family office style approach to client relationships. MCG Wealth Management was established in 2002 to manage the portfolios of a select group of wealthy investors and charitable foundations. Over two decades later, our firm has expanded and we are now responsible for managing approximately $900 million of assets on behalf of a growing investor base. The stability and growth of MCG has been based on our ability to deliver strong risk-adjusted returns, whilst protecting capital during challenging market conditions. Our investment and risk management processes have been significantly strengthened through our partnerships with international best-in-class wealth management firms, allowing MCG to benefit from the expertise of a global network of dedicated and experienced investment professionals. MCG remains privately owned by the firm's Directors, who are also the largest investors in MCG, ensuring a strong alignment of interest with our clients. http://www.mcgwealth.com.au/

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

MCG Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

MCG Wealth Management has never raised funding before.

MCG Wealth Management Tech Stack

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

LiteSpeed

Web servers

PWA

Miscellaneous

HTTP/3

Miscellaneous

Microsoft 365

Frequently asked questions

MCG Wealth Management is located in Sydney, New South Wales, AU.

You can reach MCG Wealth Management at +61293277395.

MCG Wealth Management generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.

MCG Wealth Management has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

MCG Wealth Management was founded in 2005, making it 21 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at MCG Wealth Management

Brent Mcgoldrick

Managing Director, Client Portfolio Manager

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