Advisor Annie

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

623 17th St, Vero Beach, Florida, 32960,...

Phone Number

(772) 567-6060

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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Jun
ZI Rank
1
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About Advisor Annie

Annie Vliegenthart specializes in holistic financial planning, offering tailored services to help clients achieve their financial goals. With a diverse background as a CFP professional and J.D., she provides expert guidance to individuals and families at various stages of their financial journey. The company emphasizes personalized service and flexibility, ensuring that financial plans adapt to clients' changing needs. Annie Vliegenthart serves a wide range of clients, from those new to investing to those nearing retirement.Explore more
Popular SearchesAdvisor Annie IncSIC Code 62,628NAICS Code 52,523Show more

Advisor Annie Org Chart

PhoneEmail
AV
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President

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Chief Operating Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Advisor Annie

<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2014
Paul Allen, President and Chief Executive Officer, CFP at Wealth Strategies Partners
Paul AllenPresident and CEO, CFP
<$5M
1-10
Private
-
2001
KC
Karen CapenClient Relations Advisor
<$5M
11-50
Private
-
2020
JL
Julie LeakeSenior Manager, Registered Client Services
<$5M
1-10
Private
-
1990
DH
Dawn HallChief Operating Officer
<$5M
1-10
Private
-
1962
N/A
<$5M
1-10
Private
-
2005
TU
Tom UhlerCo-Founder & Branch Manager, Uvwa, Rjfs
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Company Profile Activity

i

Among all Finance companies

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High Activity

Activity Insights

Advisor Annie is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Advisor Annie Tech Stack

A closer look at the technologies used by Advisor Annie

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Frequently Asked Questions Regarding Advisor Annie

What is Advisor Annie's official website?
Advisor Annie's official website is www.advisorannie.com
What is Advisor Annie's Revenue?
Advisor Annie's revenue is <$5 Million
What is Advisor Annie's SIC code?
Advisor Annie's SIC: 62,628
What is Advisor Annie's NAICS code?
Advisor Annie's NAICS: 52,523
How many employees does Advisor Annie have?
Advisor Annie has 1-10 employees
What industry does Advisor Annie belong to?
Advisor Annie is in the industry of: Finance, Securities Trading
What is Advisor Annie competition?
Advisor Annie top competitors include: Ten10 Wealth Management Group, Raymond James Financial Services, Wealth Strategies Partners, Fleishel Financial Associates
What technology does Advisor Annie use?
Some of the popular technologies that Advisor Annie uses are: Sentry, F5 BIG-IP Platform, Sectigo, The USERTRUST Network
How do I contact Advisor Annie?
Advisor Annie contact info: Phone number: (772) 567-6060 Website: www.advisorannie.com
What does Advisor Annie do?

Annie Vliegenthart specializes in holistic financial planning, offering tailored services to help clients achieve their financial goals. With a diverse background as a CFP professional and J.D., she provides expert guidance to individuals and families at various stages of their financial journey. The company emphasizes personalized service and flex... ibility, ensuring that financial plans adapt to clients' changing needs. Annie Vliegenthart serves a wide range of clients, from those new to investing to those nearing retirement.Read More

Is Advisor Annie a public company?
Advisor Annie is private company therefore does not currently have an official ticker symbol
See more information about Advisor Annie

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