First Affiliated Holdings

Finance · Canada · 11-50 Employees

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Overview

Headquarters

115 Hurontario St Ste 302, Collingwood, ...

Phone Number

(949) 553-3338

Revenue

$5.3 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About First Affiliated Holdings

First Affiliated is an independent, privately owned Multi-Family Office firm established in 1989, dedicated to simplifying financial affairs and optimizing wealth management for families. They offer services that integrate financial, legal, and administrative matters, ensuring personalized attention and proactive strategies. Their clients include family stewards, business owners, freedom seekers, those with complex financial affairs, and individuals new to managing significant wealth. The firm emphasizes building legacies and empowering prosperity while providing peace of mind through expert guidance.Explore more
First Affiliated Holdings's Social MediaPopular SearchesFirst Affiliated Holdings IncFirst Affiliated Securities IncFirst Affiliated IncFirst Affiliated SecuritiesFirst Affiliated Leasing IncSIC Code 62,628NAICS Code 52,523Show more

First Affiliated Holdings Org Chart

PhoneEmail
WR
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Managing Director, Investment Strategy

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KM
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Managing Director, Chief of Operations

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Head of Financial Planning

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

First Affiliated Holdings

$5.3M
11-50
Private
-
1989
WR
W. RoweManaging Director, Investment Strategy
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
JP
Juliana PangHead of Operations, Client Experience
<$5M
1-10
Private
-
-
JH
Jennie HoSenior Manager, Wealth Management Taxation
<$5M
11-50
Private
-
-
FM
Frank MiemiecVice President - Senior Financial Planner
<$5M
1-10
Private
-
2009
<$5M
1-10
Private
-
1992
BR
Bailey RyanOffice Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

First Affiliated Holdings is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

First Affiliated Holdings is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about First Affiliated Holdings.

First Affiliated Holdings Tech Stack

A closer look at the technologies used by First Affiliated Holdings

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Frequently Asked Questions Regarding First Affiliated Holdings

What is First Affiliated Holdings's official website?
First Affiliated Holdings's official website is www.firstaffiliated.ca
What is First Affiliated Holdings's Revenue?
First Affiliated Holdings's revenue is $5.3 Million
What is First Affiliated Holdings's SIC code?
First Affiliated Holdings's SIC: 62,628
What is First Affiliated Holdings's NAICS code?
First Affiliated Holdings's NAICS: 52,523
How many employees does First Affiliated Holdings have?
First Affiliated Holdings has 11-50 employees
What industry does First Affiliated Holdings belong to?
First Affiliated Holdings is in the industry of: Finance, Securities Trading
What is First Affiliated Holdings competition?
First Affiliated Holdings top competitors include: Physicians Wealth Advisory, Page and Associates, The Watt Group, Allen Private Wealth
What technology does First Affiliated Holdings use?
Some of the popular technologies that First Affiliated Holdings uses are: WordPress.org, reCAPTCHA, PHP, Google Font API
How do I contact First Affiliated Holdings?
First Affiliated Holdings contact info: Phone number: (949) 553-3338 Website: www.firstaffiliated.ca
What does First Affiliated Holdings do?

First Affiliated is an independent, privately owned Multi-Family Office firm established in 1989, dedicated to simplifying financial affairs and optimizing wealth management for families. They offer services that integrate financial, legal, and administrative matters, ensuring personalized attention and proactive strategies. Their clients include f... amily stewards, business owners, freedom seekers, those with complex financial affairs, and individuals new to managing significant wealth. The firm emphasizes building legacies and empowering prosperity while providing peace of mind through expert guidance.Read More

What are First Affiliated Holdings social media links?
First Affiliated Holdings Linkedin page First Affiliated Holdings Twitter page First Affiliated Holdings Facebook page
Is First Affiliated Holdings a public company?
First Affiliated Holdings is private company therefore does not currently have an official ticker symbol
See more information about First Affiliated Holdings

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