Stewardly Advisors Revenue

Financial Services • Helena Rd, Helena, United States • 1-10 Employees

Stewardly Advisors 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 Stewardly Advisors

Caleb Bagwell

CEO / Senior Advisor

Company overview

Headquarters	Helena Rd, Helena, United States
NAICS	52
Keywords	Long Term Care, Life Insurance, Cash Management/Debt Structuring, Managed Investement, Senior Financial Planning, Specialized Trust Services
Founded	2013
Employees	1-10

Stewardly Advisors Email Formats

Stewardly Advisors uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@stewardly.com), used 50% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@stewardly.com	50%
{first name}{last name}	johndoe@stewardly.com	50%

About Stewardly Advisors

Stewardly is an independent advisor delivering life care planning and associated financial solutions . Focused planning for senior income strategies for personal assets, social security, pensions, government benefit programs, long term care planning, and wealth protection and transfer. Managed investments and brokered insurance solutions are available. We also provide specialized services related to cash flow management, debt elimination and trustee services (some exceptions apply). We help clients plan for significance.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Funding Data

Stewardly Advisors has never raised funding before.

Frequently asked questions

Stewardly Advisors is located in Helena Rd, Helena, US.

Stewardly Advisors generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.

Stewardly Advisors 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.

Stewardly Advisors was founded in 2013, making it 13 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Stewardly Advisors

Caleb Bagwell

CEO / Senior Advisor

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