MCS Family Wealth Advisors Revenue

Investment Management • Bend, Oregon, United States • 1-10 Employees

MCS Family 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 Investment Management industry and current estimated revenues	$547,552
Total funding	No funding

Key Contact at MCS Family Wealth Advisors

Michael Stalker

Founder / Portfolio Manager / Wealth counselor

Company overview

Headquarters	750 NW Charbonneau St, Ste 201, Bend, Oregon 97703, US
Phone number	+18005258808
Websites	mcsfamilywealth.com mcsfa.com
NAICS	5231
SIC	628
Keywords	Expert Witness, Asset Management, Fiduciary, Financial Planning, Fee-Only, Family Business / Wealth Counseling
Founded	1990
Employees	1-10
Socials

MCS Family Wealth Advisors Email Formats

MCS Family Wealth Advisors uses 1 email format. The most common is {first initial} (e.g., j@mcsfamilywealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@mcsfamilywealth.com	100%

About MCS Family Wealth Advisors

The mission of MCS Family Wealth Advisors: Transform Money from a Source of Worry to a Resource for Fulfillment. MCS Purpose: Manage Risk and Increase Wealth MCS Financial Advisors is an independent, privately owned, fee-only wealth management firm. MCS specializes in providing hard-to-break wealth management strategies for high-net-worth families. What makes MCS different is its excellent investment track record combined with the integration of strategies to enhance and build both financial and human capital. Services include asset management, family wealth / business counseling and financial planning.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

MCS Family Wealth Advisors has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

MCS Family Wealth Advisors has never raised funding before.

MCS Family Wealth Advisors Tech Stack

Discover the technologies and tools that power MCS Family Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Cloudflare Bot Management

Security

Astra

WordPress themes

Slick

JavaScript libraries

WPForms

Form builders

Google Maps

Maps

Elementor

Page builders

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Yoast SEO Premium

SEO

jQuery

JavaScript libraries

Frequently asked questions

MCS Family Wealth Advisors is located in Bend, Oregon, US.

You can reach MCS Family Wealth Advisors at +18005258808.

MCS Family Wealth Advisors generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.

MCS Family Wealth Advisors has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

MCS Family Wealth Advisors was founded in 1990, making it 36 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at MCS Family Wealth Advisors

Michael Stalker

Founder / Portfolio Manager / Wealth counselor

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