Primary Wealth Group Revenue

Financial Services • Denton, Texas, United States • 1-10 Employees

Primary Wealth Group revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Key Contact at Primary Wealth Group

Jared Ottmers

Executive Director/Wealth Advisor

Company overview

Headquarters	3000 Wind River Ln, suite 110, Denton, Texas 76210, US
Website	primarywealthgroup.com
NAICS	52
Founded	1970
Employees	1-10

Primary Wealth Group Email Formats

Primary Wealth Group uses 2 email formats. The most common is {first name} (e.g., john@primarywealthgroup.com), used 66.7% of the time.

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

About Primary Wealth Group

Primary Wealth Group provides complete financial resources to business professionals, educators, and retirees. We will guide you through every aspect of your financial goals which may include the following: • Personal Financial Planning • Wealth Accumulation • Retirement Income Planning • Higher Education Funding • Gifting & Inheritance Transfers • Preserving Your Family's Lifestyle We keep the focus on what's important: you. • Our Mission To provide essential financial resources to inspire passion in our clients, our friends, helping them work toward meeting their goals, dreams and financial independence. We provide guidance to help accumulate and preserve wealth and to reach for an ever-improving lifestyle in the process of planning for and living in a dignified retirement. ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ • Our Values Our focus is on keeping family first and honoring traditional values, long term vision and trust. We embrace the highest standards of ethics, morals and integrity as the foundation of all decision making.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Director

Manager

Employees by Department

Primary Wealth Group has 3 employees across 1 departments.

Departments

Number of employees

Funding Data

Primary Wealth Group has never raised funding before.

Frequently asked questions

Primary Wealth Group is located in Denton, Texas, US.

Primary Wealth Group generates an estimated annual revenue of $513,330. This revenue figure reflects the company's market position and business performance in its industry.

Primary Wealth Group has an estimated valuation of $1,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Primary Wealth Group was founded in 1970, making it 56 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Primary Wealth Group

Jared Ottmers

Executive Director/Wealth Advisor

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