Sunbelt Securties Revenue and Competitors
Estimated Revenue & Valuation
- Sunbelt Securties's estimated annual revenue is currently $4.1M per year.
- Sunbelt Securties's estimated revenue per employee is $147,000
Employee Data
- Sunbelt Securties has 28 Employees.
- Sunbelt Securties grew their employee count by -7% last year.
Sunbelt Securties's People
| Name | Title | Email/Phone |
|---|---|---|
1 | VP, Portfolio Manager | Reveal Email/Phone |
2 | EVP | Reveal Email/Phone |
3 | Managing Director - Corporate Finance | Reveal Email/Phone |
4 | Senior Managing Director | Reveal Email/Phone |
5 | Senior Managing Director | Reveal Email/Phone |
6 | Private Wealth Manager | Reveal Email/Phone |
7 | CRPC, Institutional & Private Wealth Manager | Reveal Email/Phone |
8 | Investment Manager | Reveal Email/Phone |
9 | Relationship Manager | Reveal Email/Phone |
10 | Private Wealth Advisor | Reveal Email/Phone |
Sunbelt Securties Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $34.9M | 151 | -4% | N/A | N/A |
#2 | $86.6M | 330 | 10% | N/A | N/A |
#3 | $4.1M | 28 | -22% | N/A | N/A |
#4 | $7.9M | 47 | -2% | N/A | N/A |
#5 | $7.1M | 42 | 2% | N/A | N/A |
#6 | $6.9M | 41 | 11% | N/A | N/A |
#7 | $6.7M | 40 | 8% | N/A | N/A |
#8 | $0.1M | 5 | -84% | N/A | N/A |
#9 | $5.4M | 32 | 10% | N/A | N/A |
#10 | $19.1M | 91 | 15% | N/A | N/A |
What Is Sunbelt Securties?
I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence. I am licensed and registered to conduct business in TX. Areas of Focus: Investment Advice Income Tax Planning Strategies Retirement Planning Strategies Domestic Partner Planning Protection and Insurance Estate Planning Strategies Charitable Giving Family Planning/Family Changes Saving for Education Asset Allocation Employee Stock Options General Financial Planning
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Total Funding
28
Number of Employees
$4.1M
Revenue (est)
-7%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Other Companies in Houston
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $2.8M | 28 | N/A | N/A |
#2 | $4.8M | 28 | N/A | N/A |
#3 | $4.8M | 28 | N/A | N/A |
#4 | $4.3M | 28 | -12% | N/A |
#5 | $4.8M | 28 | -3% | N/A |