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Capital Management Group of New York Revenue and Competitors

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Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Capital Management Group of New York's estimated annual revenue is currently $6.9M per year.(i)
  • Capital Management Group of New York's estimated revenue per employee is $168,000

Employee Data

  • Capital Management Group of New York has 41 Employees.(i)
  • Capital Management Group of New York grew their employee count by -2% last year.

Capital Management Group of New York's People

NameTitleEmail/Phone
1
Director Corporate BenefitsReveal Email/Phone
2
Director Logistics and AdministrationReveal Email/Phone
3
Director InvestmentsReveal Email/Phone
4
Director Financial PlanningReveal Email/Phone
5
Director Client ServicesReveal Email/Phone
6
Client Relationship ManagerReveal Email/Phone
7
Client Relationship ManagerReveal Email/Phone
8
Financial AdvisorReveal Email/Phone
9
Sr. Investment Team AssociateReveal Email/Phone
10
Investment Team AssociateReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$1.8M14-71%N/AN/A
#2
$90M3436%N/AN/A
#3
$5.7M3410%N/AN/A
#4
$449.5M15295%N/AN/A
#5
$26.9M1280%N/AN/A
#6
$7.9M479%N/AN/A
#7
$8.2M494%N/AN/A
#8
$81.6M311-1%N/AN/A
#9
$1.6M130%N/AN/A
#10
$135.2M515-16%N/AN/A
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What Is Capital Management Group of New York?

We are an experienced group of professionals who have helped serve the financial needs of our clients since 1992. We provide education, guidance and ongoing support to the individuals, families and businesses in our communities. Today we do much more than retirement planning. We implement a balanced approach to wealth management by integrating tax-advantaged investing, asset allocation, charitable gifting, legacy and estate planning strategies, and more into clients’ financial plans. We build lasting relationships with our clients to create a course of action that helps meet their needs today and into the future. Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Capital Management Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

keywords:N/A

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Total Funding

41

Number of Employees

$6.9M

Revenue (est)

-2%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$8.2M418%N/A
#2
$4.8M41-52%N/A
#3
$3.9M415%N/A
#4
$7.5M41-40%N/A
#5
$4.7M413%N/A