Strategic Wealth Partners of Colorado
Financial Services • 
Greenwood Village, Colorado, United States • 1-10 Employees
Company overview
| Headquarters | 6455 S Yosemite St, Suite 425, Greenwood Village, CO 80111, US |
| Phone number | +12023149734 |
| Website | |
| NAICS | 52 |
| Keywords | Wealth Management, Investment, Income Planning, Analysis, Retirement Planning, Portfolio Management, Insurance, Financial Planning, Cash Flow Planning |
| Founded | 1987 |
| Employees | 1-10 |
Key Contact at Strategic Wealth Partners of Colorado
Melissa Chastain Harris
Director Of Operations
Strategic Wealth Partners of Colorado Email Formats
Strategic Wealth Partners of Colorado uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@mystrategicwealth.com), used 60% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@mystrategicwealth.com | 60% |
{first name}.{last name} | john.doe@mystrategicwealth.com | 40% |
About Strategic Wealth Partners of Colorado
It's time to think differently about your business and your money. Our clients want: - To incentivize and retain key talent - To Maximize the value of their business - To pay less taxes - To upgrade their financial team We are business owners helping business owners. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Wealth Strategies is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. CA Insurance License #0H55255 /COMPLIANCE:2020-1672/
Strategic Wealth Partners of Colorado revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Strategic Wealth Partners of Colorado has never raised funding before.
Strategic Wealth Partners of Colorado Tech Stack
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