The Financial Consulate Revenue and Competitors

Hunt Valley, MD

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • The Financial Consulate's estimated annual revenue is currently $3.7M per year.(i)
  • The Financial Consulate's estimated revenue per employee is $147,000

Employee Data

  • The Financial Consulate has 25 Employees.(i)
  • The Financial Consulate grew their employee count by 4% last year.

The Financial Consulate's People

NameTitleEmail/Phone
1
CEOReveal Email/Phone
2
Financial Planner, Chief Investment OfficerReveal Email/Phone
3
CFOReveal Email/Phone
4
Director OperationsReveal Email/Phone
5
Director Tax and AccountingReveal Email/Phone
6
Director Financial Planning StandardsReveal Email/Phone
7
Portfolio ManagerReveal Email/Phone
8
Office Manager & Marketing CoordinatorReveal Email/Phone
9
Staff AccountantReveal Email/Phone
10
Staff AccountantReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$12.1M6433%N/AN/A
#2
$8.4M502%N/AN/A
#3
$174.6M6654%N/AN/A
#4
$5.4M320%N/AN/A
#5
$6.7M400%N/AN/A
#6
$25.4M1216%N/AN/A
#7
$3.8M260%N/AN/A
#8
$22.3M1060%N/AN/A
#9
$2.1M17-35%N/AN/A
#10
$7.9M4718%N/AN/A
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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/A

N/A

Total Funding

25

Number of Employees

$3.7M

Revenue (est)

4%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$4.7M254%N/A
#2
N/A2556%N/A
#3
$3.8M26-16%N/A
#4
$5.7M28-24%N/A
#5
$6.7M290%N/A