Allied Wealth Partners Revenue and Competitors

Parsippany, NJ USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Allied Wealth Partners's estimated annual revenue is currently $25.6M per year.(i)
  • Allied Wealth Partners's estimated revenue per employee is $210,000

Employee Data

  • Allied Wealth Partners has 122 Employees.(i)
  • Allied Wealth Partners grew their employee count by -4% last year.

Allied Wealth Partners's People

NameTitleEmail/Phone
1
VPReveal Email/Phone
2
CEOReveal Email/Phone
3
Regional VPReveal Email/Phone
4
EVP New York MetroReveal Email/Phone
5
VP InvestmentsReveal Email/Phone
6
VP FinanceReveal Email/Phone
7
VP Human ResourcesReveal Email/Phone
8
Field DirectorReveal Email/Phone
9
Managing DirectorReveal Email/Phone
10
Director, Medical Division / Financial AdvisorReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$39.3M1709%N/AN/A
#2
$8.2M49N/AN/AN/A
#3
$2.4M180%N/AN/A
#4
$9.8M526%N/AN/A
#5
$5.7M3410%N/AN/A
#6
$45.3M196-1%N/AN/A
#7
$10.4M5512%N/AN/A
#8
$8.2M49-2%N/AN/A
#9
$0.6M6N/AN/AN/A
#10
$8.1M4850%N/AN/A
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What Is Allied Wealth Partners?

Founded in 1966, Allied Wealth Partner’s mission is to be an elite Independent Wealth Management Firm within the New York/New Jersey Metropolitan and Connecticut areas. As of December 2019, we assist clients with over $4.2 billion of assets and have over $5.4 billion of Life, Disability and Long-Term Care Insurance coverage in force for our clients.\n\nAllied Wealth Partners is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. Certain individuals associated with Allied Wealth Partners are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA /SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives. Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Allied Wealth Partners are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 14 Walsh Drive Suite 100 Parsippany, New Jersey, 07054, United States

keywords:N/A

N/A

Total Funding

122

Number of Employees

$25.6M

Revenue (est)

-4%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Allied Wealth Partners News

2022-04-20 - ¿Con quién está casada Julie Banderas? - Inicio

Andrew actualmente se desempeña como asesor financiero en Allied Wealth Partners, una firma independiente que ayuda al área tri-estatal.

2022-04-20 - Who is Julie Banderas married to?...

Andrew currently serves as a financial advisor at Allied Wealth Partners, an independent firm aiding the tri-state area. Advertisement...

2022-03-22 - $327 Million Baton Rouge-Based Practice Joins Cetera

Hays Breard provides comprehensive wealth management service with an eye on ... whose $143 million practice joined Cetera Wealth Partners.

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$33.2M12310%N/A
#2
$18.6M1288%N/A
#3
$19M131N/AN/A
#4
$40M1316%N/A
#5
$24.3M13922%N/A