Wealth Advisory Group Revenue
Financial Services • 
Manhattan, New York, United States • 101-200 Employees
Wealth Advisory Group revenue & valuation
| Annual revenue | $20,000,000 |
| Revenue per employee | $162,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $64,000,000 |
| Total funding | No funding |
Key Contacts at Wealth Advisory Group
Fahad Chowdhury
Managing Director
Stephen F. Murphy
Managing Director
Lauren Pastore
Managing Director, Director Of Talent Acquisition
Gregory Eckl
Managing Director
Taranbir Sawhney
Managing Director
Jordan Szmala
Director Of Business Development
Sharon Donohue
Director Of Technology/Information Security Lead
Zia Harmon
Director Of Operations
Alexa Belcastro
Director Of New Business And Brokerage Operations
Amy Ricci
Director Of New Business
Company overview
| Headquarters | 355 Lexington Avenue, 9th Floor, New York, NY 10017, US |
| Phone number | +12125418808 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Group Benefits, Insurance, Financial Planning |
| Founded | 1933 |
| Employees | 101-200 |
| Socials |
Wealth Advisory Group Email Formats
Wealth Advisory Group uses 5 email formats. The most common is {first name}_{last name} (e.g., john_doe@wagllc.com), used 38.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}_{last name} | john_doe@wagllc.com | 38.2% |
{first initial}_{last name} | j_doe@wagroupllc.com | 30.9% |
{first initial}{last name} | jdoe@wagroupllc.com | 10.9% |
{first initial}.{last name} | j.doe@wagllc.com | 7.3% |
About Wealth Advisory Group
Wealth Advisory Group has been empowering people with sound financial strategies since 1933. We employ a disciplined, comprehensive approach to wealth management. Our goal is to help you achieve the quality of life you’ve always imagined. More than 100 Associates are here to guide you through a full range of planning that may include insurance and investments tailored specifically for your needs. Wealth Advisory Group, LLC is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 355 Lexington Avenue, 9th Fl, New York, NY 10017, 212-541-8800. PAS is a wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Wealth Advisory Group LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 2024-178625 Exp 07/26
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Wealth Advisory Group has 67 employees across 7 departments.
Departments
Number of employees
Funding Data
Wealth Advisory Group has never raised funding before.
Wealth Advisory Group Tech Stack
Discover the technologies and tools that power Wealth Advisory Group's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
Search engines
Security
JavaScript libraries
Tag managers
Marketing automation
Security
JavaScript libraries
Miscellaneous
Analytics
Analytics
Canada
Germany
Frequently asked questions
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