Milestone Wealth Management NC Revenue

Financial Services • Burlington, North Carolina, United States • 1-10 Employees

Milestone Wealth Management NC 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 Milestone Wealth Management NC

Erin Cockman

Founder and CERTIFIED FINANCIAL PLANNER™

Company overview

Headquarters	2815 S Church St, Burlington, North Carolina 27215, US
Phone number	+13363655366
Website	milestone-wm.com
NAICS	52
Employees	1-10

Milestone Wealth Management NC Email Formats

Milestone Wealth Management NC uses 1 email format. The most common is {first initial} (e.g., j@milestone-wm.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@milestone-wm.com	100%

About Milestone Wealth Management NC

Milestone Wealth Management is a growing independent wealth management firm working with clients, families and business owners throughout the Burlington, NC area and across the country. We are a female owned firm with over 25 years of experience in the wealth management industry. We offer various services such as: risk management, investment management, lending & cash management, planning services, and charitable & estate planning. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Milestone Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Milestone Wealth Management NC has never raised funding before.

Milestone Wealth Management NC Tech Stack

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

Modernizr

JavaScript libraries

reCAPTCHA

Security

Afterpay

Buy now pay later

jQuery

JavaScript libraries

Stimulus

JavaScript frameworks

HSTS

Security

Google Analytics

Analytics

Google Hosted Libraries

CDN

Salesforce

CRM

Amazon S3

CDN

Amazon Web Services

PaaS

Squarespace Commerce

Ecommerce

Frequently asked questions

Milestone Wealth Management NC is located in Burlington, North Carolina, US.

You can reach Milestone Wealth Management NC at +13363655366.

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

Milestone Wealth Management NC 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.

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

Key Contact at Milestone Wealth Management NC

Erin Cockman

Founder and CERTIFIED FINANCIAL PLANNER™

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