Milestone Wealth Management Revenue

Financial Services • Calgary, Alberta, Canada • 1-10 Employees

Milestone Wealth Management revenue & valuation

Annual revenue	$598,885
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,000,000
Total funding	No funding

Key Contacts at Milestone Wealth Management

Steve Nielsen

Chief Investment Officer, Pm, Managing Director

Shawn Boos

Portfolio Manager, Managing Director

Steve Booker

Chief Executive Officer

Brianna Steiner

Marketing Director

Scott Rohne

President/Owner

Company overview

Headquarters	322 11TH AVE. SW, SUITE 207, Calgary, AB T2R 0C5, CA
Phone number	+14035312444
Website	milestonewealth.ca
NAICS	52
SIC	621
Keywords	Investments, Tax Planning, Wealth Management, Small Business, Retirement Planning, Insurance, Estate Planning, Portfolio Manager
Founded	1993
Employees	1-10
Socials

Milestone Wealth Management Email Formats

Milestone Wealth Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@milestonewealth.ca), used 87.5% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@milestonewealth.ca	87.5%
{first name}{last name}	johndoe@milestonewealth.ca	12.5%

About Milestone Wealth Management

We are a Wealth Advisory Team for a select group of successful Business Owners and Influential Families, who among other things, aspire to a work-optional lifestyle and to secure a family legacy. As their Personal CFO, we’ve developed and refined a process that puts all the pieces of the financial puzzle together for them as their lives unfold and their needs evolve. We call it the S-Curve FORMula™, the integration of their business and personal financial journey. We never lose sight of what matters most to our clients; Family, Occupation, and Recreation. This is why our clients have entrusted us as stewards for their Money, helping them accomplish these three vital matters. It is why financial independence is important to them and to us. Through thought leadership, our process develops panoramic, intelligent wealth strategies designed to protect all they’ve built and bring them peace of mind.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Entry

Manager

Employees by Department

Milestone Wealth Management has 10 employees across 5 departments.

Departments

Number of employees

Funding Data

Milestone Wealth Management has never raised funding before.

Milestone Wealth Management Tech Stack

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

Redux

JavaScript frameworks

Underscore.js

JavaScript libraries

New Relic

RUM

Google Maps

Maps

JavaServer Faces

Web frameworks

jQuery

JavaScript libraries

HSTS

Security

Bootstrap

UI frameworks

Google Analytics

Analytics

Google Hosted Libraries

CDN

Google Tag Manager

Tag managers

Java

Programming languages

Frequently asked questions

Milestone Wealth Management is located in Calgary, Alberta, CA.

You can reach Milestone Wealth Management at +14035312444.

Milestone Wealth Management generates an estimated annual revenue of $598,885. This revenue figure reflects the company's market position and business performance in its industry.

Milestone Wealth Management has an estimated valuation of $2,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Milestone Wealth Management was founded in 1993, making it 33 years old. The company has established itself as a significant player in its industry over this time.

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