Quinley Stewardship Revenue

Investment Management • Visalia, California, United States • 1-10 Employees

Quinley Stewardship revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$821,328
Total funding	No funding

Key Contact at Quinley Stewardship

Kevil Quinley

Founder | Manager | Investment Adviser Representative | Chief Compliance Officer

Company overview

Headquarters	4044 S Demaree St Ste A, Visalia, California 93277, US
Phone number	+14310129
Website	quinleystewardship.com
NAICS	5231
SIC	628
Keywords	Collaboration, Fiduciary, Video Conferencing, Investment Management, Attention To Detail, Strategic Asset Allocation, Risk Profiling, Investment Reviews, Inheritance, Customer Education, Tax-Efficient Investing, Quarterly Reports, Analytical Skills, Customer-Focused Service, Bank Custody, Black Diamond Wealth Platform, Institutional Mutual Funds, Saturday Appointments.
Founded	2020
Employees	1-10

Quinley Stewardship Email Formats

Quinley Stewardship uses 1 email format. The most common is {first name} (e.g., john@quinleystewardship.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@quinleystewardship.com	100%

About Quinley Stewardship

Quinley Stewardship LLC is a licensed investment adviser providing personalized investment management solutions, insight, and accountability to individuals, families, and businesses. We are fiduciaries => Duty of Care (competence) and Duty of Loyalty (prioritize clients' best interests). We are independent => not controlled by any other company or person. Investment Process (summary): 1. Help clients clarify investment objectives and risk tolerances. 2. Establish clients' accounts at financial institutions we recommend. 3. Select, buy, sell, and monitor investments in clients' accounts. 4. Fulfill clients' deposit and disbursement instructions. 5. Quarterly account reviews to maintain alignment with clients' objectives. 6. Annual Review client meetings to assess outcomes and update action plans. - - - - - - - - - - - - - - - - - - - - - - - - - - - -

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Quinley Stewardship has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Quinley Stewardship has never raised funding before.

Quinley Stewardship Tech Stack

Discover the technologies and tools that power Quinley Stewardship's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

GoDaddy Website Builder

CMS

Open Graph

Miscellaneous

HSTS

Security

RequireJS

JavaScript frameworks

React

JavaScript frameworks

PWA

Miscellaneous

PDF.js

Miscellaneous

Microsoft 365

Frequently asked questions

Quinley Stewardship is located in Visalia, California, US.

You can reach Quinley Stewardship at +14310129.

Quinley Stewardship generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.

Quinley Stewardship has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Quinley Stewardship was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.

Quinley Stewardship has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Quinley Stewardship

Kevil Quinley

Founder | Manager | Investment Adviser Representative | Chief Compliance Officer

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