McKinley Carter Wealth Services Revenue

Investment Management • Wheeling, West Virginia, United States • 21-50 Employees

McKinley Carter Wealth Services revenue & valuation

Annual revenue	$15,000,000
Revenue per employee	$327,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$48,000,000
Total funding	No funding

Key Contacts at McKinley Carter Wealth Services

Teresa Michaels

Financial Strategist, Regional Director

Kathleen Mcdermott

Director Of Nonprofit Advisory Services & Business Development Manager

Tyrone Phillippi

Director Of Wealth Management And Regional Managing Director

Brian Lipton

Regional Managing Director

Company overview

Headquarters	2100 Market Street, Wheeling, WV 26003, US
Phone number	+18663062400
Websites	mckinleycarter.com mc-ws.com
NAICS	5231
SIC	628
Keywords	Wealth Management, Investment Management, Financial Planning, Nonprofit Advisory Services, Retirement Plan Services
Founded	2003
Employees	21-50
Socials

McKinley Carter Wealth Services Email Formats

McKinley Carter Wealth Services uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@mc-ws.com), used 60.6% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@mc-ws.com	60.6%
{first name}{last name}	johndoe@mc-ws.com	33.3%
{last name}{last name}	doedoe@mc-ws.com	6%

About McKinley Carter Wealth Services

McKinley Carter Wealth Services is an SEC-registered independent wealth management firm that provides Wealth Management and Trust Services for individuals and families committed to growing and protecting their wealth across multiple generations; Retirement Plan Services for businesses focused on the long-term financial success of their owners and employees; and Nonprofit Advisory Services for nonprofit organizations seeking long-term financial security and sustainability. The firm operates out of seven regional offices: Wheeling, Charleston, and Parkersburg (W.Va.); Pittsburgh and Johnstown (PA); Gaithersburg, MD; and Dayton, OH.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Manager

Entry

C-Suite

Employees by Department

McKinley Carter Wealth Services has 27 employees across 5 departments.

Departments

Number of employees

Funding Data

McKinley Carter Wealth Services has never raised funding before.

McKinley Carter Wealth Services Tech Stack

Discover the technologies and tools that power McKinley Carter Wealth Services's digital infrastructure, from frameworks to analytics platforms.

Onsen UI

Mobile frameworks

reCAPTCHA

Security

Yii

Web frameworks

PWA

Miscellaneous

Microsoft 365

Salesforce Marketing Cloud Account Engagement

Marketing automation

jQuery

JavaScript libraries

PHP

Programming languages

HSTS

Security

Google Analytics

Analytics

YouTube

Video players

Linkedin Insight Tag

Analytics

Frequently asked questions

McKinley Carter Wealth Services is located in Wheeling, West Virginia, US.

You can reach McKinley Carter Wealth Services at +18663062400.

McKinley Carter Wealth Services generates an estimated annual revenue of $15,000,000. This revenue figure reflects the company's market position and business performance in its industry.

McKinley Carter Wealth Services has an estimated valuation of $48,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

McKinley Carter Wealth Services was founded in 2003, making it 23 years old. The company has established itself as a significant player in its industry over this time.

McKinley Carter Wealth Services has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.