Advisor Logistics

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

1415 E Blanco Rd Ste 8, Boerne, Texas, 7...

Phone Number

(210) 446-8939

Revenue

<$5 Million

Industry

Finance Business Services Securities Trading Project Management
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Advisor Logistics

Advisor Logistics provides outsourced trading and portfolio management services specifically designed for Registered Investment Advisors (RIAs). The company employs former investment advisors to handle daily operations, allowing clients to focus on building relationships and acquiring new clients. Their services include institutional-grade trade execution, portfolio monitoring, and customized trading solutions tailored to individual investment philosophies. By partnering with Advisor Logistics, advisors can streamline their operations, reduce execution risks, and enhance client satisfaction.Explore more
Advisor Logistics's Social MediaPopular SearchesAdvisor Logistics LLCLogistics Advisor Group LLCAdvisor LogisticsAdvisorlogistics.comSIC Code 62,628NAICS Code 52,523Show more

Advisor Logistics Org Chart

PhoneEmail
JW
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Head Trader

PhoneEmail
JB
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Head of Growth

PhoneEmail
SW
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Director, Data & Analytics

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PhoneEmail
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MH
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Trader and Portfolio Administrator

PhoneEmail
JJ
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Senior Trader and Portfolio Administrator

PhoneEmail
DD
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Managing Partner

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Compare Similar Companies to Advisor Logistics

Compare insights from companies similar to Advisor Logistics, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Advisor Logistics

<$5M
1-10
Private
-
2018
JW
James WildeHead Trader
$6.6M
11-50
Private
-
2014
DH
David HackworthyChief Investment Officer & Portfolio Manager
$6.4M
11-50
Private
<$5M
2010
RM
Robert McCauleyChief Financial Officer
<$5M
1-10
Private
-
2017
CB
Chad BunnellFinancial Advisor
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Advisor Logistics Tech Stack

A closer look at the technologies used by Advisor Logistics

Top Finance Companies

Frequently Asked Questions Regarding Advisor Logistics

What is Advisor Logistics's official website?
Advisor Logistics's official website is www.advisorlogistics.com
What is Advisor Logistics's Revenue?
Advisor Logistics's revenue is <$5 Million
What is Advisor Logistics's SIC code?
Advisor Logistics's SIC: 62,628
What is Advisor Logistics's NAICS code?
Advisor Logistics's NAICS: 52,523
How many employees does Advisor Logistics have?
Advisor Logistics has 1-10 employees
What industry does Advisor Logistics belong to?
Advisor Logistics is in the industry of: Finance, Business Services, Securities Trading
What is Advisor Logistics competition?
Advisor Logistics top competitors include: Journey Capital Advisers, IMG Wealth Management, Pillar Wealth Management, Isthmus Partners
What technology does Advisor Logistics use?
Some of the popular technologies that Advisor Logistics uses are: WooCommerce, WordPress.org, PHP, Cloudflare Website Optimization
How do I contact Advisor Logistics?
Advisor Logistics contact info: Phone number: (210) 446-8939 Website: www.advisorlogistics.com
What does Advisor Logistics do?

Advisor Logistics provides outsourced trading and portfolio management services specifically designed for Registered Investment Advisors (RIAs). The company employs former investment advisors to handle daily operations, allowing clients to focus on building relationships and acquiring new clients. Their services include institutional-grade trade ex... ecution, portfolio monitoring, and customized trading solutions tailored to individual investment philosophies. By partnering with Advisor Logistics, advisors can streamline their operations, reduce execution risks, and enhance client satisfaction.Read More

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

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