


Vigilant Wealth Management Revenue
Investment Management • Portland, Maine, United States • 21-50 Employees
Vigilant Wealth Management revenue & valuation
| Annual revenue | $8,000,000 |
| Revenue per employee | $236,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $25,600,000 |
| Total funding | No funding |
Key Contacts at Vigilant Wealth Management
Dan Mulkern
Principal & Founder
Izabela Hallett
Director Of Client Development
Scott Sorensen
Principal & Co-Founder
Laura Daskoski
Managing Director
Chris Lyford
Managing Director & Portfolio Manager
Laura Daskoski
Managing Director
Company overview
| Headquarters | One Monument Square, Suite 601, Portland, ME 04101, US |
| Phone number | +12075231110 |
| Websites | |
| NAICS | 5231 |
| Keywords | Investment Management And Wealth Planning |
| Founded | 2002 |
| Employees | 21-50 |
| Socials |
Vigilant Wealth Management Email Formats
Vigilant Wealth Management uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@vigilantcap.com), used 46.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@vigilantcap.com | 82.1% |
{last name}{last name} | doedoe@vigilantcap.com | 10.7% |
{first initial}{last name}{second initial} | jdoeo@vigilantcap.com | 3.6% |
{first name}{last name} | johndoe@vigilantcap.com | 3.6% |
About Vigilant Wealth Management
The Firm Vigilant Wealth Management is a private wealth management firm specializing in progressive investment and wealth planning solutions that are tailored to the unique needs of each client. Our purpose is to guide our clients in managing their wealth in such a way that it positively impacts their lives and the lives of future generations. We work with high net worth individuals and families, as well as select non-profit and institutional organizations. Vigilant was founded in early-2002. In June 2023, Vigilant partnered with Hightower Advisors, LLC. Hightower Advisors, LLC is an SEC registered investment adviser. Securities offered through Hightower Securities, LLC. Member FINRA/SIPC. For additional information and disclosures please visit: https://vigilantwm.com/
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Vigilant Wealth Management has 17 employees across 4 departments.
Departments
Number of employees
Vigilant Wealth Management Tech Stack
Discover the technologies and tools that power Vigilant Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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