Advisory Group West

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

330 N Brand Blvd Ste 910, Glendale, Cali...

Phone Number

(818) 241-9061

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Advisory Group West

Advisory Group West specializes in providing comprehensive financial planning services tailored for clients with a net worth exceeding one million dollars. Their offerings include investment planning, retirement planning, estate planning, and tax reduction strategies, all designed to create a holistic financial experience. With nearly 100 years of collective experience, the firm emphasizes trust, collaboration, and personalized planning to help clients achieve their financial goals. Located in Glendale, they aim to instill confidence in their clients regarding the security of their income and assets.Explore more
Advisory Group West's Social MediaPopular SearchesAdvisory Group WestWww AdvisorygroupwestCom FinancialwestgroupSIC Code 62,628NAICS Code 52,523Show more

Advisory Group West Org Chart

PhoneEmail
JM
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Vice President, Equity Research

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NF
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Manager, Fixed Income

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SM
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Manager, Fixed Income

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Advisory Group West

<$5M
1-10
Private
-
2003
JM
Jim McAllisterVice President, Equity Research
<$5M
1-10
Private
-
2006
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
1-10
Private
-
2010
DL
Dani LehrkeDirector, Operations
<$5M
1-10
Private
-
2013
EY
Emily YorkManager, Client Services
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2006
TA
Terra AncisoManager, Customer Relations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Advisory Group West is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Advisory Group West Tech Stack

A closer look at the technologies used by Advisory Group West

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Frequently Asked Questions Regarding Advisory Group West

What is Advisory Group West's official website?
Advisory Group West's official website is www.advisorygroupwest.com
What is Advisory Group West's Revenue?
Advisory Group West's revenue is <$5 Million
What is Advisory Group West's SIC code?
Advisory Group West's SIC: 62,628
What is Advisory Group West's NAICS code?
Advisory Group West's NAICS: 52,523
How many employees does Advisory Group West have?
Advisory Group West has 1-10 employees
What industry does Advisory Group West belong to?
Advisory Group West is in the industry of: Finance, Securities Trading
What is Advisory Group West competition?
Advisory Group West top competitors include: Copper Canyon Wealth Management, Rogers Financial Group, Vertex Capital Advisors, The Holland Group
What technology does Advisory Group West use?
Some of the popular technologies that Advisory Group West uses are: DocuSign, Cloudflare Website Optimization, Cloudflare CDN, Google Font API
How do I contact Advisory Group West?
Advisory Group West contact info: Phone number: (818) 241-9061 Website: www.advisorygroupwest.com
What does Advisory Group West do?

Advisory Group West specializes in providing comprehensive financial planning services tailored for clients with a net worth exceeding one million dollars. Their offerings include investment planning, retirement planning, estate planning, and tax reduction strategies, all designed to create a holistic financial experience. With nearly 100 years of... collective experience, the firm emphasizes trust, collaboration, and personalized planning to help clients achieve their financial goals. Located in Glendale, they aim to instill confidence in their clients regarding the security of their income and assets.Read More

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

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