Reganess Wealth Management Group Revenue

Investment Management • 608 Pisgah Church Rd, 201, United States • 1-10 Employees

Reganess Wealth Management Group 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 Reganess Wealth Management Group

John Reganess

Managing Director - Investments

Company overview

Headquarters	608 Pisgah Church Rd, 201, Greensboro, North Carolina 27455, US
Website	raymondjames.com
NAICS	5231
Keywords	Retirement Planning, Charitable Giving Strategies, Portfolio Risk Analysis, Asset Management Strategies, Customized Insurance Solutions
Founded	2021
Employees	1-10

Reganess Wealth Management Group Email Formats

Reganess Wealth Management Group uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@reganesswmg.com), used 100% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@reganesswmg.com	100%

About Reganess Wealth Management Group

Our team has over 80 years of combined experience in the financial services industry. We pride ourselves in working with a select group of families to provide comprehensive financial planning, customized asset management & creative insurance solutions. Our goal is to work as a trusted partner with our clients to achieve their goals and help them leave a lasting legacy to families or their favorite charities. We use a 4 step process that focuses 13 key areas of wealth management to ensure our clients success. Our team approach allows us to provide customized planning and distinguished service for all of our clients. We believe that although markets fluctuate, relationships shouldn't. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Reganess Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Reganess Wealth Management Group has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Reganess Wealth Management Group has never raised funding before.

Frequently asked questions

Reganess Wealth Management Group is located in 608 Pisgah Church Rd, 201, US.

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

Reganess Wealth Management Group 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.

Reganess Wealth Management Group was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Reganess Wealth Management Group

John Reganess

Managing Director - Investments

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