Sheppard Mosher Independent Wealth Management Revenue

Financial Services • Canandaigua, New York, United States • 1-10 Employees

Sheppard Mosher Independent Wealth Management revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Key Contact at Sheppard Mosher Independent Wealth Management

Jason Mosher

Co-Founder

Company overview

Headquarters	2525 Route 332, Canandaigua, NY 14424, US
Website	sheppardmosher.com
NAICS	52
SIC	628
Founded	2005
Employees	1-10

Sheppard Mosher Independent Wealth Management Email Formats

Sheppard Mosher Independent Wealth Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@sheppardmosher.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@sheppardmosher.com	100%

About Sheppard Mosher Independent Wealth Management

Sheppard Mosher's mission is to create, enhance and preserve wealth using a comprehensive advisory model. We believe in providing high-level professional knowledge based on research with an in-depth understanding of each client’s financial needs. Sheppard Mosher is dedicated to fostering honest and responsive relationships with those we serve as we help them achieve financial confidence.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Sheppard Mosher Independent Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Sheppard Mosher Independent Wealth Management has never raised funding before.

Frequently asked questions

Sheppard Mosher Independent Wealth Management is located in Canandaigua, New York, US.

Sheppard Mosher Independent Wealth Management generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.

Sheppard Mosher Independent Wealth Management has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Sheppard Mosher Independent Wealth Management was founded in 2005, making it 21 years old. The company has established itself as a significant player in its industry over this time.

Sheppard Mosher Independent Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Sheppard Mosher Independent Wealth Management

Jason Mosher

Co-Founder

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