SFG Wealth Management Revenue

Financial Services • Towson, Maryland, United States • 21-50 Employees

SFG Wealth Management revenue & valuation

Annual revenue	$1,967,765
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$6,300,000
Total funding	No funding

Key Contacts at SFG Wealth Management

Larry Leitch

Founder

Bill Swartz

Chief Executive Officer

Jerry Saintilus

Owner At Synergy Financial Group

Mark Hollingsworth

Owner

Company overview

Headquarters	1104 Kenilworth Dr, Suite 500, Towson, Maryland 21204, US
Phone number	+14108253200
Website	sfgmd.com
NAICS	52
Keywords	Complete Financial Services Firm
Founded	2004
Employees	21-50
Socials

SFG Wealth Management Email Formats

SFG Wealth Management uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 45.6% of the time.

Format	Example	Percentage
{first name}.{last name}@company.com	john.doe@company.com	45.6%
{first name initial}{last name}@company.com	{first name initial}doe@company.com	22.3%
{first name}@company.com	john@company.com	15.1%
{first name}{last name}@company.com	johndoe@company.com	9.8%
{first name}_{last name}@company.com	john_doe@company.com	7.2%

About SFG Wealth Management

Established in 2004, SFG Wealth Management is a complete financial services firm that assists our clients in building personal wealth and creating financial independence. Working with business owners, executives, professionals and individuals seeking to maximize their wealth potential, we provide comprehensive financial analysis and implementation of financial products. Serving clients across the country, our office utilizes state of art computer systems to provide timely, responsive and efficient service. This enables us to continually monitor and adjust clients’ finances in response to changing benefits, tax laws, economic conditions, or our clients’ own changing circumstance. Whether our clients seek a complete, integrated financial program or a targeted planning strategy, we utilize a comprehensive approach to strategic wealth-building that seeks maximize the performance of our clients’ assets and cash flow. This unique approach can potentially provide our clients with enhanced benefits in areas such as tax savings, risk management, and control of personal wealth. Securities offered through LPL Financial, Member FINRA ( www.finra.org ) / SIPC ( www.sipc.org ). Investment Advice offered through Synergy Financial Group, LLC, a registered investment advisor. Synergy Financial Group, LLC and SFG Wealth Management are separate entities from LPL Financial. Please visit the company website for hyperlink to SIPC homepage. Securities offered through LPL Financial, Member FINRA/SIPC Investment trades cannot be accepted via email. Investment Advice offered through SFG Wealth Management, a registered investment advisor. We are licensed in: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, LA, MA, MD, ME, MO, NC, ND, NJ, NM, NY, OH, PA, RI, SC, TX, UT, VA, VT, WA, WI.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Founder/Owner

Manager

Employees by Department

SFG Wealth Management has 15 employees across 6 departments.

Departments

Number of employees

Funding Data

SFG Wealth Management has never raised funding before.

Frequently asked questions

SFG Wealth Management is located in Towson, Maryland, US.

You can reach SFG Wealth Management at +14108253200.

SFG Wealth Management generates an estimated annual revenue of $1,967,765. This revenue figure reflects the company's market position and business performance in its industry.

SFG Wealth Management has an estimated valuation of $6,300,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

SFG Wealth Management was founded in 2004, making it 22 years old. The company has established itself as a significant player in its industry over this time.

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