TFG Private Wealth Management Revenue

Financial Services • Columbia, Maryland, United States • 11-20 Employees

TFG Private Wealth Management revenue & valuation

Annual revenue	$941,105
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,100,000
Total funding	No funding

Key Contact at TFG Private Wealth Management

Matthew Misiaszek

Executive Vice President

Company overview

Headquarters	6200 Old Dobbin Ln, Columbia, Maryland 21045, US
Phone number	+14103093660
Website	tfgrouppwm.com
NAICS	52
Keywords	Risk Management, Comprehensive Financial Planning, Education Planning, Retirement Planning, Business Planning
Founded	2020
Employees	11-20
Socials

TFG Private Wealth Management Email Formats

TFG Private Wealth Management uses 3 email formats. The most common is {first initial} (e.g., j@tfgrouppwm.com), used 40% of the time.

Format	Example	Percentage
{first initial}	j@tfgrouppwm.com	40%
{first initial}.{last name}	j.doe@tfgrouppwm.com	40%
{first name}	john@tfgrouppwm.com	20%

About TFG Private Wealth Management

Our mission is to take the burden of financial planning off of our clients and onto us. We do this through a transparent planning process that involves ongoing interactions and communication. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. TFG Private Wealth Management is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d CA Insurance Lic. # 0K43222 AGE- 7189895.1(10/24)(Exp. 10/28)

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Intern

Manager

Employees by Department

TFG Private Wealth Management has 3 employees across 1 departments.

Departments

Number of employees

Funding Data

TFG Private Wealth Management has never raised funding before.

TFG Private Wealth Management Tech Stack

Discover the technologies and tools that power TFG Private Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

Awesomplete

Search engines

Cloudflare Bot Management

Security

Google Maps

Maps

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

FMG Suite

Marketing automation

Bluehost

Hosting

HSTS

Security

Datadog

Analytics

Frequently asked questions

TFG Private Wealth Management is located in Columbia, Maryland, US.

You can reach TFG Private Wealth Management at +14103093660.

TFG Private Wealth Management generates an estimated annual revenue of $941,105. This revenue figure reflects the company's market position and business performance in its industry.

TFG Private Wealth Management has an estimated valuation of $3,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

TFG Private Wealth Management was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.

TFG Private Wealth Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at TFG Private Wealth Management

Matthew Misiaszek

Executive Vice President

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