


Wallick Investments Revenue
Financial Services • Columbia, South Carolina, United States • 1-10 Employees
Wallick Investments revenue & valuation
| Annual revenue | $14,800,000 |
| Revenue per employee | $2,101,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $47,100,000 |
| Total funding | No funding |
Key Contact at Wallick Investments
Susan H. Wallick
Principal, Director Of Marketing And Communications
Company overview
| Headquarters | 1122 Lady St, Columbia, South Carolina 29201, US |
| Phone number | +18037364485 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Asset Management, Factor Investing, Moral Investing, Virtue-Focused Financial Planning |
| Founded | 2005 |
| Employees | 1-10 |
| Socials |
Wallick Investments Email Formats
Wallick Investments uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@wallickinvestments.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@wallickinvestments.com | 100% |
About Wallick Investments
We are a fee-only advisor RIA firm reducing overall fees by offering separate accounts directly to: individuals—both IRAs (rollovers) and taxable accounts institutions—401K rollovers, corporate pensions foundations and endowments other non-affiliated financial advisors, including banks, CPAs, attorneys, and financial planners. We would be honored to share the wisdom and success of faith-based factor investing we call Strategic Moral Investing.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Wallick Investments has 1 employees across 1 departments.
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Number of employees
Funding Data
Wallick Investments has never raised funding before.
Wallick Investments Tech Stack
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Frequently asked questions
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