AFO Wealth Management Forward

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

4553 Glencoe Ave 201, Marina del Rey, Ca...

Revenue

<$5 Million

Industry

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

About AFO Wealth Management Forward

Wealth Management Forward offers forward-thinking wealth management solutions tailored for high-net-worth individuals and families. Their services are designed to meet the unique financial needs and goals of affluent clients, ensuring personalized and strategic financial planning. The company focuses on providing innovative investment strategies and comprehensive financial advice. With a commitment to excellence, they aim to help clients achieve long-term financial success.Explore more
AFO Wealth Management Forward's Social MediaPopular SearchesAFO Wealth Management ForwardWealth Management ForwardSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

AFO Wealth Management For...

<$5M
1-10
Private
-
2013
N/A
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
<$5M
1-10
Private
-
-
SF
Stefan FenclFounder & Chief Investment Officer
<$5M
1-10
Private
-
2018
FJ
Frank JolleyCo-Chief Investment Officer
<$5M
11-50
Private
-
-
BF
Brian FitzgeraldPartner, Business Development and Operations Director
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

AFO Wealth Management Forward Tech Stack

A closer look at the technologies used by AFO Wealth Management Forward

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Frequently Asked Questions Regarding AFO Wealth Management Forward

What is AFO Wealth Management Forward's official website?
AFO Wealth Management Forward's official website is www.wealthmanagementforward.com
What is AFO Wealth Management Forward's Revenue?
AFO Wealth Management Forward's revenue is <$5 Million
What is AFO Wealth Management Forward's SIC code?
AFO Wealth Management Forward's SIC: 62,628
What is AFO Wealth Management Forward's NAICS code?
AFO Wealth Management Forward's NAICS: 52,523
How many employees does AFO Wealth Management Forward have?
AFO Wealth Management Forward has 1-10 employees
What industry does AFO Wealth Management Forward belong to?
AFO Wealth Management Forward is in the industry of: Finance, Securities Trading
What is AFO Wealth Management Forward competition?
AFO Wealth Management Forward top competitors include: Dowd Financial Group, Live Oak Private Wealth, Relative Value Partners, Freewood Private Wealth Management
What technology does AFO Wealth Management Forward use?
Some of the popular technologies that AFO Wealth Management Forward uses are: YouTube, GoDaddy DNS, Google Workspace, Gmail
What does AFO Wealth Management Forward do?

Wealth Management Forward offers forward-thinking wealth management solutions tailored for high-net-worth individuals and families. Their services are designed to meet the unique financial needs and goals of affluent clients, ensuring personalized and strategic financial planning. The company focuses on providing innovative investment strategies an... d comprehensive financial advice. With a commitment to excellence, they aim to help clients achieve long-term financial success.Read More

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

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