The Financial Consulate Revenue and Competitors
Estimated Revenue & Valuation
- The Financial Consulate's estimated annual revenue is currently $3.7M per year.
- The Financial Consulate's estimated revenue per employee is $147,000
Employee Data
- The Financial Consulate has 25 Employees.
- The Financial Consulate grew their employee count by 4% last year.
The Financial Consulate's People
Name | Title | Email/Phone |
---|---|---|
1 | CEO | Reveal Email/Phone |
2 | Financial Planner, Chief Investment Officer | Reveal Email/Phone |
3 | CFO | Reveal Email/Phone |
4 | Director Operations | Reveal Email/Phone |
5 | Director Tax and Accounting | Reveal Email/Phone |
6 | Director Financial Planning Standards | Reveal Email/Phone |
7 | Portfolio Manager | Reveal Email/Phone |
8 | Office Manager & Marketing Coordinator | Reveal Email/Phone |
9 | Staff Accountant | Reveal Email/Phone |
10 | Staff Accountant | Reveal Email/Phone |
The Financial Consulate Competitors & AlternativesAdd Company
Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
---|---|---|---|---|---|
#1 | $12.1M | 64 | 33% | N/A | N/A |
#2 | $8.4M | 50 | 2% | N/A | N/A |
#3 | $174.6M | 665 | 4% | N/A | N/A |
#4 | $5.4M | 32 | 0% | N/A | N/A |
#5 | $6.7M | 40 | 0% | N/A | N/A |
#6 | $25.4M | 121 | 6% | N/A | N/A |
#7 | $3.8M | 26 | 0% | N/A | N/A |
#8 | $22.3M | 106 | 0% | N/A | N/A |
#9 | $2.1M | 17 | -35% | N/A | N/A |
#10 | $7.9M | 47 | 18% | N/A | N/A |
What Is The Financial Consulate?
Mission: "to help our clients lessen the worry and burden of money management so they have more time to spend building relationships." Many of our clients chose to work with us because they needed a comprehensive retirement plan, and wanted to work with a fee-only fiduciary advisor on an ongoing basis. See our updates below to get a better idea of the truly comprehensive approach we take to financial planning. Visit our website to schedule a no cost, no obligation, introductory meeting today or sign up for our monthly resources, The Financial PULSE and Consulate Journal. You can also follow us on Facebook and Twitter (@TheFinCon) Our radio show, Money, Riches & Wealth, airs on WCBM AM 680 every Wednesday from 6-7pm
keywords:N/AN/A
Total Funding
25
Number of Employees
$3.7M
Revenue (est)
4%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
---|---|---|---|---|
#1 | $4.7M | 25 | 4% | N/A |
#2 | N/A | 25 | 56% | N/A |
#3 | $3.8M | 26 | -16% | N/A |
#4 | $5.7M | 28 | -24% | N/A |
#5 | $6.7M | 29 | 0% | N/A |