Oley Kinser Concierge Wealth Revenue

Financial Services • Naples, Florida, United States • 1-10 Employees

Oley Kinser Concierge Wealth revenue & valuation

Annual revenue	$684,440
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,200,000
Total funding	No funding

Key Contact at Oley Kinser Concierge Wealth

Brett Oley

Co-Founder & Managing Partner, Okcw/Branch Manager, Rjfs

Company overview

Headquarters	4501 Tamiami Trail N, Suite 300, Naples, Florida 34103, US
Phone number	+12394941029
Website	oleykinserwealth.com
NAICS	52
Founded	2018
Employees	1-10

Oley Kinser Concierge Wealth Email Formats

Oley Kinser Concierge Wealth uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@raymondjames.com), used 100% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@raymondjames.com	100%

About Oley Kinser Concierge Wealth

We at Oley Kinser Concierge Wealth simply aim to achieve ongoing financial confidence for our clients. We partner with them and their family to genuinely understand their needs and to ensure that those ambitions are then met by way of customized and comprehensive financial planning, smart portfolio management, and exceptional service. We are dedicated to proactively and thoughtfully manage their ongoing financial prosperity and risk. Through it all, we look after them like we do our own family. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Oley Kinser Concierge Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Manager

Entry

Founder/Owner

Employees by Department

Oley Kinser Concierge Wealth has 5 employees across 4 departments.

Departments

Number of employees

Funding Data

Oley Kinser Concierge Wealth has never raised funding before.

Frequently asked questions

Oley Kinser Concierge Wealth is located in Naples, Florida, US.

You can reach Oley Kinser Concierge Wealth at +12394941029.

Oley Kinser Concierge Wealth generates an estimated annual revenue of $684,440. This revenue figure reflects the company's market position and business performance in its industry.

Oley Kinser Concierge Wealth has an estimated valuation of $2,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Oley Kinser Concierge Wealth was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Oley Kinser Concierge Wealth

Brett Oley

Co-Founder & Managing Partner, Okcw/Branch Manager, Rjfs

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