ADC Wealth Management

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

30 Broadway Ste 200D, Massapequa, New Yo...

Phone Number

(516) 308-7514

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About ADC Wealth Management

ADC Wealth Management, LLC is a Registered Investment Advisor that provides investment advice to families and businesses nationwide. Founded by Douglas Castro, the firm operates as a fee-only investment management company, ensuring that its compensation comes solely from client fees rather than sales commissions. The firm emphasizes fiduciary care and customized portfolio management, prioritizing clients' interests without conflicts of interest. Clients benefit from a comprehensive financial approach and direct access to the experienced leadership of Douglas Castro.Explore more
ADC Wealth Management's Social MediaPopular SearchesAdc Wealth Management LLCWealth ManagementAdc Services IncADC WealthAdc Financial CorpSIC Code 62,628NAICS Code 52,523Show more

ADC Wealth Management Org Chart

DC
United States flag for contact location.

President & Chief Executive Officer

PhoneEmail
PO
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Financial Planner

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

ADC Wealth Management

<$5M
1-10
Private
-
2011
DC
Douglas CastroPresident & CEO
<$5M
11-50
Private
-
1998
Donald Conrad, President & Chief Executive Officer at Conrad Capital Management
Donald ConradPresident & CEO
<$5M
11-50
Private
-
2000
GB
Grace BennettPrincipal, Portfolio Manager and Chief Strategy Officer
<$5M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2013
JM
Jeronimo MartinezDirector of Public Funds
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

ADC Wealth Management Tech Stack

A closer look at the technologies used by ADC Wealth Management

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Frequently Asked Questions Regarding ADC Wealth Management

What is ADC Wealth Management's official website?
ADC Wealth Management's official website is www.adcwealth.com
What is ADC Wealth Management's Revenue?
ADC Wealth Management's revenue is <$5 Million
What is ADC Wealth Management's SIC code?
ADC Wealth Management's SIC: 62,628
What is ADC Wealth Management's NAICS code?
ADC Wealth Management's NAICS: 52,523
How many employees does ADC Wealth Management have?
ADC Wealth Management has 1-10 employees
What industry does ADC Wealth Management belong to?
ADC Wealth Management is in the industry of: Finance, Securities Trading
What is ADC Wealth Management competition?
ADC Wealth Management top competitors include: Conrad Capital Management, Cresta Advisors, Journey Capital Advisers, Wealth Advisory Services
What technology does ADC Wealth Management use?
Some of the popular technologies that ADC Wealth Management uses are: WordPress.org, PHP, Cloudflare Website Optimization, Google Cloud Web Serving
How do I contact ADC Wealth Management?
ADC Wealth Management contact info: Phone number: (516) 308-7514 Website: www.adcwealth.com
What does ADC Wealth Management do?

ADC Wealth Management, LLC is a Registered Investment Advisor that provides investment advice to families and businesses nationwide. Founded by Douglas Castro, the firm operates as a fee-only investment management company, ensuring that its compensation comes solely from client fees rather than sales commissions. The firm emphasizes fiduciary care... and customized portfolio management, prioritizing clients' interests without conflicts of interest. Clients benefit from a comprehensive financial approach and direct access to the experienced leadership of Douglas Castro.Read More

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

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