Worth Asset Management Revenue

Financial Services • Dallas, Texas, United States • 1-10 Employees

Worth Asset Management revenue & valuation

Annual revenue	$769,995
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,500,000
Total funding	No funding

Key Contacts at Worth Asset Management

Vladlena Dufresne

Director Of Operations

Jim Clark

Managing Director / Financial Advisor

Company overview

Headquarters	16660 Dallas Pkwy, Suite 1000, Dallas, Texas 75248, US
Phone number	+18883049115
Website	worthassetmgmt.com
NAICS	52
SIC	628
Keywords	Wealth Management, Asset Management, Retirement Planning, Investor Education, Portfolio Management, Financial Planning, Portfolio Performance Reporting
Founded	2013
Employees	1-10
Socials

Worth Asset Management Email Formats

Worth Asset Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@worthassetmgmt.com), used 50% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@worthassetmgmt.com	50%
{first initial}	j@worthassetmgmt.com	50%

About Worth Asset Management

Worth Asset Management is a diversified financial services company that provides a wide range of wealth management services. Headquartered in Dallas, Texas, our team of professional advisors customize plans to help our clients build and protect their wealth through all life stages. Our success stems from our lifelong relationships with our clients built on the highest levels of integrity, trust, expert guidance, and stellar financial performance.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

C-Suite

Director

Employees by Department

Worth Asset Management has 5 employees across 3 departments.

Departments

Number of employees

Funding Data

Worth Asset Management has never raised funding before.

Worth Asset Management Tech Stack

Discover the technologies and tools that power Worth Asset Management's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Material Design Lite

UI frameworks

WPForms

Form builders

jQuery UI

JavaScript libraries

Google Maps

Maps

Animate.css

UI frameworks

Microsoft 365

jQuery Migrate

JavaScript libraries

MonsterInsights

Analytics

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

PHP

Programming languages

Frequently asked questions

Worth Asset Management is located in Dallas, Texas, US.

You can reach Worth Asset Management at +18883049115.

Worth Asset Management generates an estimated annual revenue of $769,995. This revenue figure reflects the company's market position and business performance in its industry.

Worth Asset Management has an estimated valuation of $2,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Worth Asset Management was founded in 2013, making it 13 years old. The company has established itself as a significant player in its industry over this time.

Worth Asset Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Worth Asset Management

Vladlena Dufresne

Director Of Operations

Jim Clark

Managing Director / Financial Advisor

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