Pence Wealth Revenue
Financial Services • 
990 W. 190th Street, Suite 500, United States • 11-20 Employees
Pence Wealth revenue & valuation
| Annual revenue | $10,000,000 |
| Revenue per employee | $527,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $32,000,000 |
| Total funding | No funding |
Key Contact at Pence Wealth
Lana Giacumakis
Branch Director Of Compliance Operations
Company overview
| Headquarters | 990 W. 190th Street, Suite 500, Torrance, California 90502, US |
| Phone number | +19496608777 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Wealth Management, Retirement Planning, Financial Planning, Alternative Investments, Estate Planning, Investment Management |
| Founded | 1980 |
| Employees | 11-20 |
| Socials |
Pence Wealth Email Formats
Pence Wealth uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 42.1% |
{first name}@company.com | john@company.com | 25.3% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 14.8% |
{first name}{last name}@company.com | johndoe@company.com | 10.2% |
{last name}@company.com | doe@company.com | 7.6% |
About Pence Wealth
Pence Wealth Management is one of Southern California’s Premier Comprehensive Financial Services Firms. With more than 30 years of experience, our team has built an investment philosophy based on how human behavior translates to economic activity. Collectively, our team of financial professionals holds many distinguished professional designations, including CFP®, Ph.D., Chartered Financial Analyst, Accredited Investment Fiduciary® and Certified Portfolio Manager. We build our clients’ portfolios so they can be confident in the cash generated vs. worrying about the daily balance. Our goal is to make a difference in our clients’ lives by executing focused financial plans that inspire comfort with respect to their income and confidence with respect to their wealth. Financial Consultants at Pence Wealth Management are Registered Representatives with, and Securities offered through LPL Financial. Member SIPC www.sipc.org. Financial planning offered through Pence Wealth Management, a Registered Investment Advisor and a separate entity. Third party post found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.PenceWealthManagement.com
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Pence Wealth has 7 employees across 5 departments.
Departments
Number of employees
Funding Data
Pence Wealth has never raised funding before.
Pence Wealth Tech Stack
Discover the technologies and tools that power Pence Wealth's digital infrastructure, from frameworks to analytics platforms.
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Programming languages
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