Sax Wealth Advisors Revenue and Competitors

Parsippany, NJ USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Sax Wealth Advisors's estimated annual revenue is currently $4.3M per year.(i)
  • Sax Wealth Advisors's estimated revenue per employee is $147,000

Employee Data

  • Sax Wealth Advisors has 29 Employees.(i)
  • Sax Wealth Advisors grew their employee count by 12% last year.

Sax Wealth Advisors's People

NameTitleEmail/Phone
1
Director OperationsReveal Email/Phone
2
Partner, Retirement Plan DirectorReveal Email/Phone
3
Portfolio ManagerReveal Email/Phone
4
Client Service AssociateReveal Email/Phone
5
Wealth AdvisorReveal Email/Phone
6
Wealth Advisor, CFP , CPAReveal Email/Phone
7
Client ServicesReveal Email/Phone
8
Associate Wealth AdvisorReveal Email/Phone
9
Wealth AdvisorReveal Email/Phone
10
Wealth 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 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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N/A

Total Funding

29

Number of Employees

$4.3M

Revenue (est)

12%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$5.5M294%N/A
#2
$2.9M29-3%N/A
#3
$2.9M303%N/A
#4
$3.5M3030%N/A
#5
N/A31-9%N/A