


Seltzer Financial Strategies Revenue
Financial Services • Altoona, Pennsylvania, United States • 1-10 Employees
Seltzer Financial Strategies revenue & valuation
| Annual revenue | $12,200,000 |
| Revenue per employee | $1,513,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $38,800,000 |
| Total funding | No funding |
Key Contact at Seltzer Financial Strategies
Amy Seltzer
Managing Partner And Founder
Company overview
| Headquarters | 3370 Lynwood Dr, Altoona, Pennsylvania 16602-1720, US |
| Phone number | +18042854463 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2004 |
| Employees | 1-10 |
| Socials |
Seltzer Financial Strategies Email Formats
Seltzer Financial Strategies uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@seltzerfinancial.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@seltzerfinancial.com | 50% |
{first name}{last name} | johndoe@seltzerfinancial.com | 37.5% |
{last name}{last name} | doedoe@seltzerfinancial.com | 12.5% |
About Seltzer Financial Strategies
Since 2004, Seltzer Financial Strategies has been an important part of the central Pennsylvania community by serving the families and individuals with their wealth management needs. Our roots stretch back to 1991 when Equity Concepts was founded in Richmond, Virginia by Michael Thaler. Collectively we serve over 2,000 households and advise on more than $1 Billion in assets. In 2017 we began the process of merging the companies under the name Equity Concepts. The Seltzer name will continue to be prominent in the community and our impact will only continue to grow. It has been and will continue to be our honor to serve Pennsylvania along with 20+ states across the nation. Equity Concepts is located at 2550 Gaskins Rd. Henrico, VA 23238. Registered Representative Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors,Inc., a Registered Investment Advisor. Cambridge and Seltzer Financial Strategies, LLC are not affiliated. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Seltzer Financial Strategies has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
Seltzer Financial Strategies has never raised funding before.
Seltzer Financial Strategies Tech Stack
Discover the technologies and tools that power Seltzer Financial Strategies's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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