Oliver Luxxe Assets Revenue

Investment Management • Peapack - Gladstone, New Jersey, United States • 11-20 Employees

Oliver Luxxe Assets revenue & valuation

Annual revenue	$1,026,660
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$3,300,000
Total funding	No funding

Key Contacts at Oliver Luxxe Assets

Brad Jacobson

Managing Director

Joseph Trucano

Director Of Financial Planning

Drew Crawford

Director Of Equity Research

James Lynch

Senior Portfolio Manager & Managing Director

Company overview

Headquarters	17 Mendham Road, Suite 200, Gladstone, NJ 07934, US
Phone number	+18884474329
Website	oliverluxxe.com
NAICS	5231
SIC	621
Keywords	Portfolio Construction, Structured Products, Retirement Planning, Fixed Income, Financial Planning, Investment Management, Active Portfolio Management, Social Security, Estate Planning Services, Global Equity
Founded	2014
Employees	11-20
Socials

Oliver Luxxe Assets Email Formats

Oliver Luxxe Assets uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@oliverluxxe.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@oliverluxxe.com	66.7%
{first name}.{last name}	john.doe@oliverluxxe.com	33.3%

About Oliver Luxxe Assets

Oliver Luxxe Assets The House built for you, not the Bank. As a private firm, we can utilize knowledge from the top financial firms in the world while adding independent investment research. Individual and customized wealth management solutions without the restrictions or limitations of the larger firms. Oliver Luxxe works for you, not the institution. All the power of a wirehouse, all the freedom to serve you first.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

C-Suite

Director

Entry

Employees by Department

Oliver Luxxe Assets has 9 employees across 5 departments.

Departments

Number of employees

Funding Data

Oliver Luxxe Assets has never raised funding before.

Oliver Luxxe Assets Tech Stack

Discover the technologies and tools that power Oliver Luxxe Assets's digital infrastructure, from frameworks to analytics platforms.

Nginx

Reverse proxies

Frequently asked questions

Oliver Luxxe Assets is located in Peapack - Gladstone, New Jersey, US.

You can reach Oliver Luxxe Assets at +18884474329.

Oliver Luxxe Assets generates an estimated annual revenue of $1,026,660. This revenue figure reflects the company's market position and business performance in its industry.

Oliver Luxxe Assets has an estimated valuation of $3,300,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Oliver Luxxe Assets was founded in 2014, making it 12 years old. The company has established itself as a significant player in its industry over this time.

Oliver Luxxe Assets has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.