The Financial Consulate, Inc Revenue

Financial Services • Cockeysville, Maryland, United States • 21-50 Employees

The Financial Consulate, Inc revenue & valuation

Annual revenue	$1,796,655
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$5,800,000
Total funding	No funding

Key Contacts at The Financial Consulate, Inc

Michael Mccarthy

Chief Executive Officer

Graham Ewing

Director Of Financial Planning Standards

Michelle Seda

Director Of Operations

Bob Boehner

Director Of Tax And Accounting

Bob Boehner

Director Of Tax And Accounting

Company overview

Headquarters	201 International Circle, Suite 520, Hunt Valley, MD 21030, US
Phone number	+17173341861
Website	financialconsulate.com
NAICS	52
SIC	628
Keywords	Education, Retirement Planning, Financial Planning, Estate Planning, Investment Management, Divorce Planning
Founded	1984
Employees	21-50
Socials

The Financial Consulate, Inc Email Formats

The Financial Consulate, Inc uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@financialconsulate.com), used 65.2% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@financialconsulate.com	65.2%
{last name}{last name}	doedoe@financialconsulate.com	34.8%

About The Financial Consulate, Inc

Mission: "to help our clients lessen the worry and burden of money management so they have more time to spend building relationships." Many of our clients chose to work with us because they needed a comprehensive retirement plan, and wanted to work with a fee-only fiduciary advisor on an ongoing basis. See our updates below to get a better idea of the truly comprehensive approach we take to financial planning. Visit our website to schedule a no cost, no obligation, introductory meeting today or sign up for our monthly resources, The Financial PULSE and Consulate Journal. You can also follow us on Facebook and Twitter (@TheFinCon) Our radio show, Money, Riches & Wealth, airs on WCBM AM 680 every Wednesday from 6-7pm

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Director

C-Suite

Employees by Department

The Financial Consulate, Inc has 17 employees across 6 departments.

Departments

Number of employees

Funding Data

The Financial Consulate, Inc has never raised funding before.

The Financial Consulate, Inc Tech Stack

Discover the technologies and tools that power The Financial Consulate, Inc's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Gravity Forms

Form builders

jQuery UI

JavaScript libraries

Google Maps

Maps

jQuery Migrate

JavaScript libraries

Apache HTTP Server

Web servers

jQuery

JavaScript libraries

PHP

Programming languages

Calendly

Appointment scheduling

Akismet

WordPress plugins

WordPress

Blogs

Google Analytics

Analytics

Frequently asked questions

The Financial Consulate, Inc is located in Cockeysville, Maryland, US.

You can reach The Financial Consulate, Inc at +17173341861.

The Financial Consulate, Inc generates an estimated annual revenue of $1,796,655. This revenue figure reflects the company's market position and business performance in its industry.

The Financial Consulate, Inc has an estimated valuation of $5,800,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

The Financial Consulate, Inc was founded in 1984, making it 42 years old. The company has established itself as a significant player in its industry over this time.

The Financial Consulate, Inc has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at The Financial Consulate, Inc

Michael Mccarthy

Chief Executive Officer

Graham Ewing

Director Of Financial Planning Standards

Michelle Seda

Director Of Operations

Bob Boehner

Director Of Tax And Accounting

Bob Boehner

Director Of Tax And Accounting

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