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Snowden Lane Partners: Magnolia Wealth Advisors

Snowden Lane Partners: Magnolia Wealth Advisors Revenue

Financial ServicesFlag of USAmherst, New York, United States1-10 Employees

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Snowden Lane Partners: Magnolia Wealth Advisors revenue & valuation

Annual revenue$256,665
Revenue per employee$86,000
Estimated valuation?$821,328
Total fundingNo funding

Key Contact at Snowden Lane Partners: Magnolia Wealth Advisors

Flag of US

William Markel

Senior Partner, Managing Director

Company overview

Headquarters6400 Sheridan Dr, #220, Buffalo, New York 14221, US
Phone number+17162213321
Website
NAICS52
Keywords
Retirement Planning, Financial Planning, Investment Management, Wealth Advisory
Founded2011
Employees1-10

Snowden Lane Partners: Magnolia Wealth Advisors Email Formats

Snowden Lane Partners: Magnolia Wealth Advisors uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@snowdenlane.com), used 66.7% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@snowdenlane.com
66.7%
{first name}{last name}
johndoe@snowdenlane.com
33.3%

About Snowden Lane Partners: Magnolia Wealth Advisors

We begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it’s transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family. Our independence enables us to impartially evaluate investment strategies, managers, and investment products to best suit your life priorities and investment goals. Our most deeply held principle is loyalty to our clients. Our group is built on a strong commitment to client service and personalized attention based on an understanding of each client's financial goals. Our investment philosophy and approach consist of a disciplined process and planning. Contact us by phone at 716-221-3321 or by email at magnoliawealthadvisors@snowdenlane.com

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Snowden Lane Partners: Magnolia Wealth Advisors has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Snowden Lane Partners: Magnolia Wealth Advisors has never raised funding before.

Frequently asked questions

Snowden Lane Partners: Magnolia Wealth Advisors is located in Amherst, New York, US.
You can reach Snowden Lane Partners: Magnolia Wealth Advisors at +17162213321.
Snowden Lane Partners: Magnolia Wealth Advisors generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.
Snowden Lane Partners: Magnolia Wealth Advisors has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Snowden Lane Partners: Magnolia Wealth Advisors was founded in 2011, making it 15 years old. The company has established itself as a significant player in its industry over this time.
Snowden Lane Partners: Magnolia Wealth Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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