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Montage Wealth Advisors

Montage Wealth Advisors Revenue

Financial ServicesFlag of USBrea, California, United States1-10 Employees

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Montage Wealth Advisors revenue & valuation

Annual revenue$171,110
Revenue per employee$86,000
Estimated valuation?$547,552
Total fundingNo funding

Key Contact at Montage Wealth Advisors

Flag of US

Alex Leise

Director of Operations

Company overview

HeadquartersThree Pointe Drive, Suite 201, Brea, CA 92821, US
Website
NAICS52
Employees1-10

Montage Wealth Advisors Email Formats

Montage Wealth Advisors uses 2 email formats. The most common is {first initial} (e.g., j@montagewealth.net), used 50% of the time.

FormatExamplePercentage
{first initial}
j@montagewealth.net
50%
{first name}
john@montagewealth.net
50%

About Montage Wealth Advisors

Guiding families so they can do more of what they love with those they love most. Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Montage Wealth Advisors has never raised funding before.

Montage Wealth Advisors Tech Stack

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

Cloudflare

Cloudflare

CDN

Cloudflare Bot Management

Cloudflare Bot Management

Security

GoDaddy

GoDaddy

Hosting

Mailgun

Mailgun

Email

Microsoft 365

Microsoft 365

Email

Frequently asked questions

Montage Wealth Advisors is located in Brea, California, US.
Montage 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.
Montage 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.
Montage Wealth Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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