Retirement Capital Strategies Revenue
Investment Management • 
San Jose, California, United States • 1-10 Employees
Retirement Capital Strategies revenue & valuation
| Annual revenue | $11,900,000 |
| Revenue per employee | $1,478,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $37,900,000 |
| Total funding | No funding |
Key Contact at Retirement Capital Strategies
Tom Vaughan
Ceo / Co-Founder / Certified Portfolio Manager™
Company overview
| Headquarters | 1190 Saratoga Ave., Ste. 140, San Jose, CA 95129, US |
| Phone number | +14085516161 |
| Website | |
| NAICS | 5231 |
| SIC | 679 |
| Keywords | Investments, Asset Management, Retirement Planning, Financial Planning, Wealth Management, Retirement Income, Investment Management, Financial Planning For Women, Retirement Education, Stocks And Bonds, Stock Market Analysis, Investment Education, Social Security Maximization, 7 Steps To Retirement, Help You Achieve A Successful Retirement, Maximizing Tax Benefits In Retirement, Sequence Of Withdrawals In Retirement Accounts, We Specialize In Retirement |
| Founded | 1980 |
| Employees | 1-10 |
| Socials |
Retirement Capital Strategies Email Formats
Retirement Capital Strategies uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@rcsadvisor.com), used 60% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@rcsadvisor.com | 100% |
About Retirement Capital Strategies
Retirement Capital Strategies is a Registered Investment Advisory firm located in Silicon Valley specializing in financial planning and wealth management. Investment advice offered through Retirement Capital Strategies, Inc. . . . . Retirement Capital Strategies is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Retirement Capital Strategies and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Retirement Capital Strategies unless a client service agreement is in place. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Retirement Capital Strategies has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
Retirement Capital Strategies has never raised funding before.
Retirement Capital Strategies Tech Stack
Discover the technologies and tools that power Retirement Capital Strategies's digital infrastructure, from frameworks to analytics platforms.
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Analytics
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Miscellaneous
Hosting
France
Puerto Rico
Bulgaria
Frequently asked questions
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