Agora Square Financial Group

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

5 Walnut Grove Dr Ste 240, Horsham, Penn...

Phone Number

(610) 505-3547

Revenue

$6.2 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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Apr
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ZI Rank
1
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About Agora Square Financial Group

Agora Square Financial Group is an independent wealth management organization that provides professional advice, planning, and investment management services. They focus on helping clients plan for their future while allowing them to enjoy the present, embodying the spirit of the ancient Greek Agora as a gathering place for social and civic activities. Their services include financial planning, retirement cost estimation, and various financial calculators to assist clients in making informed decisions. The firm operates independently and collaborates with clients to unite ethics, family, community, and practical decision-making.Explore more
Agora Square Financial Group's Social MediaPopular SearchesAgora Square Financial GroupSIC Code 62,628NAICS Code 52,523Show more

Agora Square Financial Group Org Chart

PhoneEmail
JK
United States flag for contact location.

Director, Marketing & Communications

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Agora Square Financial Gr...

$6.2M
1-10
Private
-
2020
JK
Julie KotsiopoulosDirector, Marketing & Communications
$6.9M
11-50
Private
-
-
WM
Wanda MercadoClient Service Manager
$6.1M
1-10
Private
-
2006
<$5M
11-50
Private
-
-
JB
Jerry BulaclacFinancial Advisor
<$5M
1-10
Private
-
-
PR
Patrick RileyFinancial Advisor
<$5M
1-10
Private
-
-
BN
Bonnie NobleDirector, Client Operations
<$5M
1-10
Private
-
-
Thomas Holliger, Managing Partner, Private Wealth Manager at Holliger Financial Consultants
Thomas HolligerManaging Partner, Private Wealth Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Agora Square Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Agora Square Financial Group Tech Stack

A closer look at the technologies used by Agora Square Financial Group

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Frequently Asked Questions Regarding Agora Square Financial Group

What is Agora Square Financial Group's official website?
Agora Square Financial Group's official website is www.agorasquarefinancial.com
What is Agora Square Financial Group's Revenue?
Agora Square Financial Group's revenue is $6.2 Million
What is Agora Square Financial Group's SIC code?
Agora Square Financial Group's SIC: 62,628
What is Agora Square Financial Group's NAICS code?
Agora Square Financial Group's NAICS: 52,523
How many employees does Agora Square Financial Group have?
Agora Square Financial Group has 1-10 employees
What industry does Agora Square Financial Group belong to?
Agora Square Financial Group is in the industry of: Finance, Securities Trading
What is Agora Square Financial Group competition?
Agora Square Financial Group top competitors include: RadiantVest, Holliger Financial Consultants, Riley Planning and Investments, The Holben Group
What technology does Agora Square Financial Group use?
Some of the popular technologies that Agora Square Financial Group uses are: Cloudflare Website Optimization, Google Tag Manager, Font Awesome, jQuery UI
How do I contact Agora Square Financial Group?
Agora Square Financial Group contact info: Phone number: (610) 505-3547 Website: www.agorasquarefinancial.com
What does Agora Square Financial Group do?

Agora Square Financial Group is an independent wealth management organization that provides professional advice, planning, and investment management services. They focus on helping clients plan for their future while allowing them to enjoy the present, embodying the spirit of the ancient Greek Agora as a gathering place for social and civic activit... ies. Their services include financial planning, retirement cost estimation, and various financial calculators to assist clients in making informed decisions. The firm operates independently and collaborates with clients to unite ethics, family, community, and practical decision-making.Read More

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

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