NEW Wall Street Revenue

Financial Services • Green Bay, Wisconsin, United States • 1-10 Employees

NEW Wall Street revenue & valuation

Annual revenue	$5,417,666
Revenue per employee	$903,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$17,400,000
Total funding	No funding

Key Contacts at NEW Wall Street

Bernie Van Eperen

Investment Executive, Founder

Chris Battle

Founder, Registered Principal, Investment Executive

Company overview

Headquarters	2050 Riverside Dr., Ste. 303, Green Bay, WI 54301, US
Phone number	+18889590071
Website	new-wallstreet.com
NAICS	52
SIC	628
Keywords	Retirement Planning, Alternative Investments, Estate Planning, Separately Managed Accounts, Charitable Remainder Trusts, 401K Managment
Founded	2012
Employees	1-10
Socials

About NEW Wall Street

NEW Wall Street was founded in 2012 by Chris Battle and Bernie Van Eperen. They left their previous employer with the desire to start a firm that has the freedom to meet their client’s advanced investment needs. They downsized their book of business and kept only a few select relationships so that they could focus on giving their clients the type of attention and service they deserved. Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. NEW Wall Street is not affiliated with Kestra IS or Kestra AS. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. For additional information, please contact our Compliance department at 844-553-7872.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Entry

Manager

Employees by Department

NEW Wall Street has 3 employees across 2 departments.

Departments

Number of employees

Funding Data

NEW Wall Street has never raised funding before.

NEW Wall Street Tech Stack

Discover the technologies and tools that power NEW Wall Street's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

Cloudflare Bot Management

Security

Google Maps

Maps

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

FMG Suite

Marketing automation

HSTS

Security

Datadog

Analytics

Google Analytics

Analytics

Bootstrap

UI frameworks

Google Hosted Libraries

CDN

Frequently asked questions

NEW Wall Street is located in Green Bay, Wisconsin, US.

You can reach NEW Wall Street at +18889590071.

NEW Wall Street generates an estimated annual revenue of $5,417,666. This revenue figure reflects the company's market position and business performance in its industry.

NEW Wall Street has an estimated valuation of $17,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

NEW Wall Street was founded in 2012, making it 14 years old. The company has established itself as a significant player in its industry over this time.

NEW Wall Street has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at NEW Wall Street

Bernie Van Eperen

Investment Executive, Founder

Chris Battle

Founder, Registered Principal, Investment Executive

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