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Saint Francis Capital - Wealth Management

Saint Francis Capital - Wealth Management Revenue

Investment ManagementFlag of USHouston, Texas, United States1-10 Employees

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Saint Francis Capital - Wealth Management revenue & valuation

Annual revenue$85,555
Revenue per employee$86,000
Estimated valuation?$273,776
Total fundingNo funding

Key Contact at Saint Francis Capital - Wealth Management

Flag of US

Kaye Riggs

President

Company overview

HeadquartersGateway I - 3663 North Sam Houston Parkway East - Suite 600, Houston, Texas 77032, US
Phone number+18008329682
Websites
NAICS5231
Keywords
Tax Planning, Wealth Management, Retirement Planning, Estate Planning, Investment Management
Founded2010
Employees1-10
Socials

About Saint Francis Capital - Wealth Management

Saint Francis Capital is a Registered Investment Advisor specializing in retirement planning and the management of individual, family, and small business investment and retirement accounts. We ensure that our clients, whether high net-worth or of more moderate means, are ready to transition to retirement when they want to and on their own terms. We create solid, rules-based portfolios for you based upon what's best for you, not what's easiest for us to manage. We currently serve clients in more than 20 states from our offices located in Houston, Texas and San Luis Obispo, California.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Saint Francis Capital - Wealth Management has never raised funding before.

Frequently asked questions

Saint Francis Capital - Wealth Management is located in Houston, Texas, US.
You can reach Saint Francis Capital - Wealth Management at +18008329682.
Saint Francis Capital - Wealth Management generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.
Saint Francis Capital - Wealth Management has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Saint Francis Capital - Wealth Management was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.
Saint Francis Capital - Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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