Active Wealth Management

Finance · Georgia, United States · 11-50 Employees

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Overview

Headquarters

6 Concourse Pkwy Ste 2910, Sandy Springs...

Phone Number

(770) 685-1777

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Active Wealth Management

Active Wealth Management specializes in helping clients take control of their financial future through proactive investment strategies. They focus on protecting and growing clients' wealth, offering services like monthly portfolio rebalancing without additional fees. Targeting individuals and business owners, they provide educational resources such as complimentary seminars and free portfolio analysis. Their fiduciary approach ensures that client needs are prioritized over potential profits.Explore more
Active Wealth Management's Social MediaPopular Searchesactive wealth management IncActive Wealth ManagementActive Investments IncWealth Management IncActive Wealth Management - IncSIC Code 62,628NAICS Code 52,523Show more

Active Wealth Management Org Chart

PhoneEmail
FS
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Active Wealth Management

<$5M
11-50
Private
-
2014
FS
Ford StokesFounder & President
<$5M
1-10
Private
-
2018
NZ
Nick ZoisFounder & President
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
-
AM
Annette MachemehlAdvisor Support Specialist
<$5M
1-10
Private
-
1962
MA
Mike AlbanoFinancial Advisor
<$5M
1-10
Private
-
2019
N/A
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Company Profile Activity

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Activity Insights

Active Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Active Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Active Wealth Management.

Active Wealth Management Tech Stack

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Frequently Asked Questions Regarding Active Wealth Management

What is Active Wealth Management's official website?
Active Wealth Management's official website is www.activewealth.com
What is Active Wealth Management's Revenue?
Active Wealth Management's revenue is <$5 Million
What is Active Wealth Management's SIC code?
Active Wealth Management's SIC: 62,628
What is Active Wealth Management's NAICS code?
Active Wealth Management's NAICS: 52,523
How many employees does Active Wealth Management have?
Active Wealth Management has 11-50 employees
What industry does Active Wealth Management belong to?
Active Wealth Management is in the industry of: Finance, Securities Trading
What is Active Wealth Management competition?
Active Wealth Management top competitors include: Stockade Wealth Management, Vibrance Wealth Management, Reynolds Wealth Management, Focus Financial Network
What technology does Active Wealth Management use?
Some of the popular technologies that Active Wealth Management uses are: WordPress.org, PHP, Google AdSense, Vimeo
How do I contact Active Wealth Management?
Active Wealth Management contact info: Phone number: (770) 685-1777 Website: www.activewealth.com
What does Active Wealth Management do?

Active Wealth Management specializes in helping clients take control of their financial future through proactive investment strategies. They focus on protecting and growing clients' wealth, offering services like monthly portfolio rebalancing without additional fees. Targeting individuals and business owners, they provide educational resources such... as complimentary seminars and free portfolio analysis. Their fiduciary approach ensures that client needs are prioritized over potential profits.Read More

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

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