Sax Wealth Advisors Revenue and Competitors
Estimated Revenue & Valuation
- Sax Wealth Advisors's estimated annual revenue is currently $4.3M per year.
- Sax Wealth Advisors's estimated revenue per employee is $147,000
Employee Data
- Sax Wealth Advisors has 29 Employees.
- Sax Wealth Advisors grew their employee count by 12% last year.
Sax Wealth Advisors's People
Name | Title | Email/Phone |
---|---|---|
1 | Director Operations | Reveal Email/Phone |
2 | Partner, Retirement Plan Director | Reveal Email/Phone |
3 | Portfolio Manager | Reveal Email/Phone |
4 | Client Service Associate | Reveal Email/Phone |
5 | Wealth Advisor | Reveal Email/Phone |
6 | Wealth Advisor, CFP , CPA | Reveal Email/Phone |
7 | Client Services | Reveal Email/Phone |
8 | Associate Wealth Advisor | Reveal Email/Phone |
9 | Wealth Advisor | Reveal Email/Phone |
10 | Wealth Advisor | Reveal Email/Phone |
Sax Wealth Advisors Competitors & AlternativesAdd Company
Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
---|---|---|---|---|---|
#1 | $39.3M | 170 | 9% | N/A | N/A |
#2 | $8.2M | 49 | N/A | N/A | N/A |
#3 | $2.4M | 18 | 0% | N/A | N/A |
#4 | $9.8M | 52 | 6% | N/A | N/A |
#5 | $5.7M | 34 | 10% | N/A | N/A |
#6 | $45.3M | 196 | -1% | N/A | N/A |
#7 | $10.4M | 55 | 12% | N/A | N/A |
#8 | $8.2M | 49 | -2% | N/A | N/A |
#9 | $0.6M | 6 | N/A | N/A | N/A |
#10 | $8.1M | 48 | 50% | N/A | N/A |
What Is Sax Wealth Advisors?
Sax Wealth Advisors, LLC is an independent registered investment advisor offering financial services built on trust, integrity and meaningful client relationships. As a wholly owned subsidiary of Sax LLP, a leading accounting, tax and advisory firm in the New York tri-state area, we provide a wide range of strategies and services to help you reach your financial goals at every stage of life. Unlike large-sized investment firms, Sax Wealth Advisors offers personal attention from a dedicated team of advisors. At the same time, our depth of expertise and resources allows us to offer big company services driven by our clients' unique objectives and expectations. Our smaller size enables us to have a larger focus on your overall financial goals - not simply the performance of your portfolio.
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Total Funding
29
Number of Employees
$4.3M
Revenue (est)
12%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
---|---|---|---|---|
#1 | $5.5M | 29 | 4% | N/A |
#2 | $2.9M | 29 | -3% | N/A |
#3 | $2.9M | 30 | 3% | N/A |
#4 | $3.5M | 30 | 30% | N/A |
#5 | N/A | 31 | -9% | N/A |