Seasons of Advice Wealth Management Revenue

Financial Services • Manhattan, New York, United States • 21-50 Employees

Seasons of Advice Wealth Management revenue & valuation

Annual revenue	$5,000,000
Revenue per employee	$228,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$16,000,000
Total funding	No funding

Key Contact at Seasons of Advice Wealth Management

Steven Troccoli

Vice President

Company overview

Headquarters	120 W 45th Street, Suite 1410, New York, NY 10036, US
Phone number	+12129773111
Website	soawealth.com
NAICS	52
SIC	628
Keywords	Tax Planning, Education Planning, Portfolio Management, Financial Planning, Estate Planning, Investment Management, Cash Flow Planning, Insurance Consulting, Goal Tracking, Socially Responsible Investing, Intergenerational Planning
Employees	21-50
Socials

Seasons of Advice Wealth Management Email Formats

Seasons of Advice Wealth Management uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@soawealth.com), used 57.1% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@soawealth.com	57.1%
{first name}.{last name}	john.doe@soawealth.com	42.9%

About Seasons of Advice Wealth Management

We Help You Finance Your Life With decades of investment experience, we are smart and caring professionals with the insights and expertise to help you manage your entire financial life. We work hard to build a relationship with you and your family that can endure for generations. Initial meetings are relaxed and comfortable — getting to know you and your family, understanding your individual and family goals, determining short-term needs, and assessing your tolerance for risk. These conversations are the cornerstones of the financial strategies we put to work to protect your assets and build wealth.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Manager

Partner

Employees by Department

Seasons of Advice Wealth Management has 6 employees across 3 departments.

Departments

Number of employees

Funding Data

Seasons of Advice Wealth Management has never raised funding before.

Seasons of Advice Wealth Management Tech Stack

Discover the technologies and tools that power Seasons of Advice Wealth Management's digital infrastructure, from frameworks to analytics platforms.

jQuery CDN

CDN

reCAPTCHA

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Underscore.js

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jQuery UI

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Google Maps

Maps

Microsoft 365

jQuery Migrate

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Cloudflare

CDN

Apache HTTP Server

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Frequently asked questions

Seasons of Advice Wealth Management is located in Manhattan, New York, US.

You can reach Seasons of Advice Wealth Management at +12129773111.

Seasons of Advice Wealth Management generates an estimated annual revenue of $5,000,000. This revenue figure reflects the company's market position and business performance in its industry.

Seasons of Advice Wealth Management has an estimated valuation of $16,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Seasons of Advice Wealth Management has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Seasons of Advice Wealth Management

Steven Troccoli

Vice President

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