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Viceroy Wealth Counsel

Viceroy Wealth Counsel Revenue

Financial ServicesFlag of USBlue Ash, Ohio, United States1-10 Employees

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Viceroy Wealth Counsel revenue & valuation

Annual revenue$26,100,000
Revenue per employee$8,689,000
Estimated valuation?$83,500,000
Total fundingNo funding

Key Contact at Viceroy Wealth Counsel

Flag of US

Michael Rawlings

Senior Managing Director, Investment Consultant

Company overview

Headquarters4555 Lake Forest Drive, Ste 650, Blue Ash, OH 45242, US
Phone number+15137941899
Website
NAICS52
SIC628
Keywords
Investments, Wealth Management, Financial Education, Education Savings, Retirement Planning, Insurance
Founded2012
Employees1-10
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

C-Suite

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.

Cloudflare

Cloudflare

CDN

GoDaddy

GoDaddy

Hosting

HSTS

HSTS

Security

Frequently asked questions

Viceroy Wealth Counsel is located in Blue Ash, Ohio, US.
You can reach Viceroy Wealth Counsel at +15137941899.
Viceroy Wealth Counsel generates an estimated annual revenue of $26,064,719. This revenue figure reflects the company's market position and business performance in its industry.
Viceroy Wealth Counsel has an estimated valuation of $83,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Viceroy Wealth Counsel was founded in 2012, making it 14 years old. The company has established itself as a significant player in its industry over this time.
Viceroy Wealth Counsel has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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