55 North Private Wealth
Finance · Florida, United States · 11-50 Employees
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Overview
Headquarters
1234 Main St, Winter Park, Florida, 3278...Phone Number
(407) 513-2404Website
www.55northprivatewealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1
About 55 North Private Wealth
55 North is a specialized private wealth management firm designed for high net worth investors and families with taxable investment portfolios. The firm operates on a fee-only basis, ensuring transparency and alignment with client interests. Their services cater specifically to individuals seeking expert management of their investment assets. With a focus on personalized financial strategies, 55 North aims to enhance the financial well-being of its clients.Explore more
Popular Searches55 North Private Wealth LLCSIC Code 62,628NAICS Code 52,523Show more
55 North Private Wealth Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
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JM
June MatthysseAssistant Vice President & Client Service Client Relationship Manager
Company Profile Activity
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55 North Private Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
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55 North Private Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about 55 North Private Wealth.
55 North Private Wealth Tech Stack
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55 North is a specialized private wealth management firm designed for high net worth investors and families with taxable investment portfolios. The firm operates on a fee-only basis, ensuring transparency and alignment with client interests. Their services cater specifically to individuals seeking expert management of their investment assets. With... Read More
