Palatine Hill Wealth Management
Investment Management • 
Ann Arbor, Michigan, United States • 1-10 Employees
Company overview
| Headquarters | The Liberty Building - 201 E. Liberty Suite 22, Ann Arbor, MI 48104, US |
| Phone number | +12489380901 |
| Website | |
| NAICS | 5231 |
| SIC | 736 |
| Keywords | Investments, Stocks, 401K, Estate Planning, Retirement Planning, Bonds, Lending, Insurance, Financial Planning, Tax Planning, Alternatives, Business Succession Planning, Asset Protection Strategies, College Planning, Wealth Transfer Strategies, Charitable Gifting |
| Founded | 2017 |
| Employees | 1-10 |
| Socials |
Key Contact at Palatine Hill Wealth Management
Jill Moran
Director Of Client Relations
Palatine Hill Wealth Management Email Formats
Palatine Hill Wealth Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@palatinehillwealth.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@palatinehillwealth.com | 75% |
{first name}{last name} | johndoe@palatinehillwealth.com | 25% |
About Palatine Hill Wealth Management
At Palatine Hill Wealth Management we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking critically about our clients' needs, and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Palatine Hill Wealth Management revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Palatine Hill Wealth Management has never raised funding before.
Palatine Hill Wealth Management Tech Stack
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Frequently asked questions
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