Solyco Wealth Revenue

Financial Services • Birmingham, Michigan, United States • 1-10 Employees

Solyco Wealth revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Key Contact at Solyco Wealth

Curtis Trimble

President, Solyco Wealth

Company overview

Headquarters	210 S Old Woodward Ave, Suite 240, Birmingham, Michigan 48009, US
Website	solycowealth.com
NAICS	52
Founded	2021
Employees	1-10
Socials

Solyco Wealth Email Formats

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

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

About Solyco Wealth

Solyco Wealth offers fee-only comprehensive financial planning and investment management services. Through the planning process, Solyco partners with clients to define their financial goals and risk tolerances. Solyco then employs rigorous asset allocation and securities selection processes to craft investment portfolios intent on achieving these goals. Systematic portfolio rebalancing, tax management, and income planning, denote key pillars of our investment management process.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Solyco Wealth has never raised funding before.

Frequently asked questions

Solyco Wealth is located in Birmingham, Michigan, US.

Solyco Wealth generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.

Solyco Wealth 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.

Solyco Wealth was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Solyco Wealth

Curtis Trimble

President, Solyco Wealth

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