Washington Crossing Advisors

Financial Services • Morris, New Jersey, United States • 11-20 Employees

Company overview

Headquarters	305 Madison Ave, Morristown, New Jersey 07960, US
Phone number	+19735494051
Website	stifel.com
NAICS	52
SIC	672
Keywords	Investment Analysis, Portfolio Management, Value Investing, Fixed Income Management, Tactical Asset Allocation, Fundamental Research, Equity Investing, Finance And Economy
Founded	2000
Employees	11-20
Socials

Key Contact at Washington Crossing Advisors

Eric Needham

Director, Sales & Marketing

Washington Crossing Advisors Email Formats

Washington Crossing Advisors uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@stifel.com), used 62.5% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@stifel.com	62.5%
{last name}{f2}	doe{f2}@stifel.com	25%
{last name}{first initial}	doej@stifel.com	12.5%

About Washington Crossing Advisors

Washington Crossing Advisors is a registered investment advisor and wholly-owned subsidiary of Stifel Financial Corp. WCA helps supervise and manage over $10 billion in discretionary assets for individuals and institutions. Proprietary strategies include equity, fixed income, balanced, and asset allocation. The team is managed by Kevin R. Caron and Chad A. Morganlander, who cofounded Washington Crossing Advisors. Washington Crossing Advisors views on investing and markets are regularly sought by national media outlets, including CNBC, Bloomberg, Fox Business News, The Wall Street Journal, Forbes, and Reuters. The Washington Crossing Advisors management team has served financial advisors and their clients for over 25 years. Learn more: www.washingtoncrossingadvisors.com/

Washington Crossing Advisors revenue & valuation

Annual revenue	$1,625,545
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$5,300,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Manager

Director

Entry

Employees by Department

Washington Crossing Advisors has 2 employees across 1 departments.

Departments

Number of employees

Funding Data

Washington Crossing Advisors has never raised funding before.

Frequently asked questions

Washington Crossing Advisors is located in Morris, New Jersey, US.

You can reach Washington Crossing Advisors at +19735494051.

Washington Crossing Advisors was founded in 2000, making it 26 years old. The company has established itself as a significant player in its industry over this time.

Washington Crossing Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Washington Crossing Advisors

Eric Needham

Director, Sales & Marketing

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