Sunbelt Securties Revenue and Competitors

Houston, TX USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Sunbelt Securties's estimated annual revenue is currently $3.8M per year.(i)
  • Sunbelt Securties's estimated revenue per employee is $147,000

Employee Data

  • Sunbelt Securties has 26 Employees.(i)
  • Sunbelt Securties grew their employee count by -7% last year.

Sunbelt Securties's People

NameTitleEmail/Phone
1
VP, Portfolio ManagerReveal Email/Phone
2
EVPReveal Email/Phone
3
Managing Director - Corporate FinanceReveal Email/Phone
4
Senior Managing DirectorReveal Email/Phone
5
Senior Managing DirectorReveal Email/Phone
6
CRPC, Institutional & Private Wealth ManagerReveal Email/Phone
7
CRPC, Institutional & Private Wealth ManagerReveal Email/Phone
8
CRPC, Institutional & Private Wealth ManagerReveal Email/Phone
9
Portfolio ManagerReveal Email/Phone
10
Relationship ManagerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$35.6M1542%N/AN/A
#2
$104M39610%N/AN/A
#3
$5.7M34-21%N/AN/A
#4
$7.9M470%N/AN/A
#5
$6.4M38-10%N/AN/A
#6
$7.7M4612%N/AN/A
#7
$10M5333%N/AN/A
#8
$0.1M5-85%N/AN/A
#9
$22.9M10915%N/AN/A
#10
$0M10%N/AN/A
Add Company

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

keywords:N/A

N/A

Total Funding

26

Number of Employees

$3.8M

Revenue (est)

-7%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$1.9M26-19%$5M
#2
$3.7M26-21%N/A
#3
$2.5M26N/AN/A
#4
$2.6M26N/AN/A
#5
$1.9M26-24%$38.1M