EagleStone Tax and Wealth Advisors Revenue and Competitors
Estimated Revenue & Valuation
- EagleStone Tax and Wealth Advisors's estimated annual revenue is currently $3.7M per year.
- EagleStone Tax and Wealth Advisors's estimated revenue per employee is $175,000
Employee Data
- EagleStone Tax and Wealth Advisors has 21 Employees.
- EagleStone Tax and Wealth Advisors grew their employee count by 0% last year.
EagleStone Tax and Wealth Advisors's People
Name | Title | Email/Phone |
---|---|---|
1 | Partner / Director Tax & Accounting | Reveal Email/Phone |
2 | Marketing & Operations Manager | Reveal Email/Phone |
3 | Marketing & Operations Manager | Reveal Email/Phone |
4 | Operations Manager - Wealth Management Department | Reveal Email/Phone |
5 | President & CCO | Reveal Email/Phone |
6 | Tax Partner | Reveal Email/Phone |
7 | Public Relations and Marketing Coordinator | Reveal Email/Phone |
8 | Senior Wealth Advisor | Reveal Email/Phone |
9 | Senior Accountant | Reveal Email/Phone |
10 | Marketing and Administrative Assistant | Reveal Email/Phone |
EagleStone Tax and Wealth Advisors Competitors & AlternativesAdd Company
Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
---|---|---|---|---|---|
#1 | $12.1M | 77 | 26% | N/A | N/A |
#2 | $8.4M | 42 | 0% | N/A | N/A |
#3 | $174.6M | 585 | 6% | N/A | N/A |
#4 | N/A | 216 | -17% | N/A | N/A |
#5 | $5.4M | 28 | 4% | N/A | N/A |
#6 | $6.7M | 33 | 0% | N/A | N/A |
#7 | $25.4M | 121 | 6% | N/A | N/A |
#8 | $3.8M | 21 | -5% | N/A | N/A |
#9 | $22.3M | 89 | 1% | N/A | N/A |
#10 | $2.1M | 16 | 14% | N/A | N/A |
What Is EagleStone Tax and Wealth Advisors?
EagleStone Tax & Wealth Advisors is an integrated tax and investment advisory company serving clients primarily in the Washington, DC – Baltimore metropolitan areas. Eaglestone also services clients located both nationwide and internationally. We provide a full spectrum of investment management, financial planning, wealth advisory, accounting, and tax planning services*. Our comprehensive and integrated approach, where we review the implications of taxes and investment decisions on a family’s wealth, recognizes the expanding complexity of financial decision making. We are uniquely qualified, having various professional credentials such as CPA, MST, CFP, MBA, JD, etc. and decades of experience, to provide informative solutions that help our clients achieve their financial objectives. Our overall objective is to help clients develop and implement financial strategies allowing them to achieve financial confidence, security and peace of mind. Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory services offered through Eaglestone Wealth Advisors, Inc., a registered investment adviser not affiliated with Triad Advisors, LLC.
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Total Funding
21
Number of Employees
$3.7M
Revenue (est)
0%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
---|---|---|---|---|
#1 | $2M | 21 | 11% | N/A |
#2 | $4.3M | 21 | -5% | N/A |
#3 | $2.1M | 21 | -34% | N/A |
#4 | $1M | 21 | 75% | N/A |
#5 | $3.7M | 21 | 0% | N/A |