Beese Fulmer Private Wealth Management Revenue and Competitors
Estimated Revenue & Valuation
- Beese Fulmer Private Wealth Management's estimated annual revenue is currently $2.4M per year.
- Beese Fulmer Private Wealth Management's estimated revenue per employee is $126,000
Employee Data
- Beese Fulmer Private Wealth Management has 19 Employees.
- Beese Fulmer Private Wealth Management grew their employee count by 12% last year.
Beese Fulmer Private Wealth Management's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Chief Operating Officer | Reveal Email/Phone |
2 | Portfolio Manager | Reveal Email/Phone |
3 | Portfolio Manager | Reveal Email/Phone |
4 | Senior Investment Analyst | Reveal Email/Phone |
5 | Salesforce Administrator | Reveal Email/Phone |
Beese Fulmer Private Wealth Management Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $106.8M | 407 | -12% | N/A | N/A |
#2 | $220.4M | 734 | -1% | $13.6M | N/A |
#3 | $23.1M | 110 | -2% | N/A | N/A |
#4 | $727.9M | 2476 | 10% | N/A | N/A |
#5 | $40M | 173 | 20% | N/A | N/A |
#6 | $26.7M | 127 | 4% | N/A | N/A |
#7 | $19.1M | 91 | -12% | N/A | N/A |
#8 | $11.2M | 59 | 5% | N/A | N/A |
#9 | $22.3M | 106 | 61% | N/A | N/A |
#10 | $20.6M | 98 | -21% | N/A | N/A |
What Is Beese Fulmer Private Wealth Management?
We are not like other wealth management advisors. On purpose. We don't take on too many clients, so each portfolio manager can give careful attention to their few clients. We don’t sell insurance, make loans or draft estate plans, but our lengthy experience working with high net worth clients has given us valuable insight on these issues. We won't work with just any investor, so we can concentrate on high net-worth asset clients who appreciate sensible investing. And we can't help our clients fully if we only share select information like their "highlights," so we make sure our investors see a complete and comprehensive view of all their assets.
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Total Funding
19
Number of Employees
$2.4M
Revenue (est)
12%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Other Companies in Canton
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $2.9M | 19 | -21% | N/A |
#2 | $7.5M | 19 | -55% | N/A |
#3 | $1.7M | 19 | 12% | N/A |
#4 | $3.1M | 19 | -14% | N/A |
#5 | $3.2M | 20 | -5% | N/A |