NCU Wealth Management Revenue

Investment Management • • 1-10 Employees

NCU Wealth Management revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at NCU Wealth Management

Jeffrey Hamm

Vice President, Wealth Management

Company overview

Headquarters	XX
Website	navigatorcu.org
NAICS	5231
Employees	1-10
Socials

NCU Wealth Management Email Formats

NCU Wealth Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@navigatorcu.org), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@navigatorcu.org	100%

About NCU Wealth Management

NCU Wealth Management is your qualified partner for comprehensive financial strategies. As a dedicated team of professionals, we are committed to helping you pursue your financial goals and manage your future. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member SIPC, sipc.org). Insurance products are offered through LPL or its licensed affiliates. Navigator Credit Union and NCU Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using NCU Wealth Management and may also be employees of Navigator Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Navigator Credit Union or NCU Wealth Management. Securities and insurance offered through LPL or its affiliates are: - Not Insured by NCUA or Any Other Government Agency - Not Credit Union Guaranteed - Not Credit Union Deposits or Obligations - May Lose Value Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

NCU Wealth Management has never raised funding before.

Frequently asked questions

NCU Wealth Management is located in XX.

NCU Wealth Management generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

NCU Wealth Management has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

Key Contact at NCU Wealth Management

Jeffrey Hamm

Vice President, Wealth Management

4.8

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