


Viceroy Wealth Counsel Revenue
Financial Services • Blue Ash, Ohio, United States • 1-10 Employees
Viceroy Wealth Counsel revenue & valuation
| Annual revenue | $26,100,000 |
| Revenue per employee | $8,689,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $83,500,000 |
| Total funding | No funding |
Key Contact at Viceroy Wealth Counsel
Michael Rawlings
Senior Managing Director, Investment Consultant
Company overview
| Headquarters | 4555 Lake Forest Drive, Ste 650, Blue Ash, OH 45242, US |
| Phone number | +15137941899 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Wealth Management, Financial Education, Education Savings, Retirement Planning, Insurance |
| Founded | 2012 |
| Employees | 1-10 |
| Socials |
About Viceroy Wealth Counsel
Wealth....planned well. Life....lived well. ™ Viceroy Wealth Counsel was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. We strive to help create financial stability for each of our clients. Our Commitment Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. Our Principle Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email at info@viceroywealth.com, or give us a call at (513) 794-1899. Securities offered thru LPL Financial, Member SIPC www.sipc.org Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.viceroywealth.com
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Viceroy Wealth Counsel has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Viceroy Wealth Counsel has never raised funding before.
Viceroy Wealth Counsel Tech Stack
Discover the technologies and tools that power Viceroy Wealth Counsel's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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