Allegro Wealth

Finance · Georgia, United States · 11-50 Employees

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Overview

Headquarters

1881 Oak Branch Way, Stone Mountain, Geo...

Phone Number

(404) 434-5034

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Allegro Wealth

Allegro Wealth Advisors is an independent financial advisory firm focused on helping clients compose their financial future through a comprehensive approach to financial planning and investment management. They prioritize building long-term relationships with clients, ensuring that each individual is treated as a priority rather than just a number. Their services include retirement planning, estate planning, insurance, and investment management, all tailored to meet the unique goals and aspirations of their clients. The firm is dedicated to guiding clients through major life changes and helping them achieve financial security.Explore more
Popular SearchesAllegro WealthAllegro Wealth AdvisorsAllegro Wealth Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

Allegro Wealth Org Chart

PhoneEmail
VV
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Administrative Support

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Allegro Wealth

<$5M
11-50
Private
-
2019
VV
Veronica ValdesAdministrative Support
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
-
2012
MM
Mia McCorkleManager, Client Services
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2019
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Allegro Wealth Tech Stack

A closer look at the technologies used by Allegro Wealth

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Frequently Asked Questions Regarding Allegro Wealth

What is Allegro Wealth's official website?
Allegro Wealth's official website is www.allegrowealth.com
What is Allegro Wealth's Revenue?
Allegro Wealth's revenue is <$5 Million
What is Allegro Wealth's SIC code?
Allegro Wealth's SIC: 62,628
What is Allegro Wealth's NAICS code?
Allegro Wealth's NAICS: 52,523
How many employees does Allegro Wealth have?
Allegro Wealth has 11-50 employees
What industry does Allegro Wealth belong to?
Allegro Wealth is in the industry of: Finance, Securities Trading
What is Allegro Wealth competition?
Allegro Wealth top competitors include: Sterling Total Wealth Solutions, Ratcliff Financial Services, Pillar Wealth Management, Shoreline Financial Partners
What technology does Allegro Wealth use?
Some of the popular technologies that Allegro Wealth uses are: Cloudflare Website Optimization, Qualtrics, Smarsh, Microsoft 365
How do I contact Allegro Wealth?
Allegro Wealth contact info: Phone number: (404) 434-5034 Website: www.allegrowealth.com
What does Allegro Wealth do?

Allegro Wealth Advisors is an independent financial advisory firm focused on helping clients compose their financial future through a comprehensive approach to financial planning and investment management. They prioritize building long-term relationships with clients, ensuring that each individual is treated as a priority rather than just a number.... Their services include retirement planning, estate planning, insurance, and investment management, all tailored to meet the unique goals and aspirations of their clients. The firm is dedicated to guiding clients through major life changes and helping them achieve financial security.Read More

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

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