Portico Wealth Advisors Revenue

Financial Services • Larkspur, California, United States • 1-10 Employees

Portico Wealth Advisors revenue & valuation

Annual revenue	$30,200,000
Revenue per employee	$5,020,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$96,400,000
Total funding	No funding

Key Contacts at Portico Wealth Advisors

Brenda Borgonovo

Client Service Director

Brenda Borgonovo

Director Of Client Services

Company overview

Headquarters	17 E. Sir Francis Dr. Blvd., Suite 218, Larkspur, CA 94939, US
Phone number	+14159258700
Website	porticowealth.com
NAICS	52
SIC	628
Keywords	Investments, 401K, Retirement Plans, Financial Planning, Wealth Management, Risk Management, 403B, Fiduciary
Founded	2010
Employees	1-10
Socials

Portico Wealth Advisors Email Formats

Portico Wealth Advisors uses 1 email format. The most common is {first initial} (e.g., j@porticowealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@porticowealth.com	100%

About Portico Wealth Advisors

Portico Wealth Advisors is a firm founded by experienced principals with fresh ideas. Our mission is to provide investors with innovative, comprehensive, and effective wealth management solutions, coupled with an unparalleled level of service. Collectively, we have over 70 years of experience helping people to make smart choices with their wealth. Our clients come to us because of our expertise; They stay with us because of the peace of mind we help them achieve.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Entry

Funding Data

Portico Wealth Advisors has never raised funding before.

Portico Wealth Advisors Tech Stack

Discover the technologies and tools that power Portico Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

reCAPTCHA

Security

Microsoft 365

jQuery

JavaScript libraries

Stimulus

JavaScript frameworks

HSTS

Security

Adobe Fonts

Font scripts

Google Hosted Libraries

CDN

Squarespace Commerce

Ecommerce

GoDaddy

Hosting

Lightbox

JavaScript libraries

core-js

JavaScript libraries

Frequently asked questions

Portico Wealth Advisors is located in Larkspur, California, US.

You can reach Portico Wealth Advisors at +14159258700.

Portico Wealth Advisors generates an estimated annual revenue of $30,118,800. This revenue figure reflects the company's market position and business performance in its industry.

Portico Wealth Advisors has an estimated valuation of $96,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Portico Wealth Advisors was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contacts at Portico Wealth Advisors

Brenda Borgonovo

Client Service Director

Brenda Borgonovo

Director Of Client Services

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