Neil Jesani Wealth Management
Investment Management • 
Sunrise, Florida, United States • 1-10 Employees
Company overview
| Headquarters | 1301 International Pkwy, Suite 550, Sunrise, Florida 33323, US |
| Phone number | +19548000460 |
| Website | |
| NAICS | 5231 |
| Keywords | Wealth Management, Asset Allocation, Investment Management, Tax-Efficient Investment |
| Employees | 1-10 |
| Socials |
Key Contact at Neil Jesani Wealth Management
Neil Jesani
President
Neil Jesani Wealth Management Email Formats
Neil Jesani Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@neiljesaniwealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@neiljesaniwealth.com | 100% |
About Neil Jesani Wealth Management
As a registered investment advisory firm and fiduciary, our primary objective when making a decision for you is ensuring that we are acting in our clients best interest, above all else. Our intensive process requires a deep dive into your current financial status and your future goals. We then identify your current needs and predict the most likely outcomes that will determine your family’s future needs. We use this data to create a plan that is re-weighted and re-allocated based on changing variables that can include macro market trends, sector rotation, time money value, life-changing events, short-term key opportunities, interest rate environment, dollar-cost averaging, leverage qualifications, and many more. Our strategies ultimately strive to avoid short-term market volatility and increase the probability of reaching your financial goals while decreasing your risk exposure. Our client relationships are structured to serve our clients for the entirely of their lives, and the lives of future generations.
Neil Jesani Wealth Management revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Neil Jesani Wealth Management has never raised funding before.
Neil Jesani Wealth Management Tech Stack
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Frequently asked questions
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