AMG Wealth Management

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

751 Coates Ave Ste 34, Holbrook, New Yor...

Phone Number

(631) 647-5210

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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ZI Rank
1
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About AMG Wealth Management

AMG Wealth Management specializes in providing personalized financial services aimed at helping clients achieve financial independence. Their offerings include investment management, retirement planning, social security maximization, tax planning, and a unique Generational Vault for secure document storage. The firm focuses on understanding clients' financial goals and creating tailored roadmaps to meet those objectives. AMG Wealth Management is dedicated to ongoing support, ensuring clients can adapt their financial plans as their needs evolve.Explore more
AMG Wealth Management's Social MediaPopular SearchesAMG Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

AMG Wealth Management

<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1996
Jordan Kreiner, President & Founder & Investment Advisor & Representative at Kreiner Financial Wealth Management
Jordan KreinerPresident & Founder & Investment Advisor & Representative
<$5M
1-10
Private
-
-
DF
Diane FlemingOffice Manager
<$5M
1-10
Private
-
2007
CF
Charles FossNot Explicitly Stated
<$5M
1-10
Private
-
-
WM
William McLaughlinOwner and Principal (Inferred)
<$5M
1-10
Private
<$5M
2011
WW
Whitney WilsonOffice Administration & Enhanced Planning Services Lead
<$5M
1-10
Private
-
2010
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

AMG Wealth Management Tech Stack

A closer look at the technologies used by AMG Wealth Management

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Frequently Asked Questions Regarding AMG Wealth Management

What is AMG Wealth Management's official website?
AMG Wealth Management's official website is www.mitatlika.com
What is AMG Wealth Management's Revenue?
AMG Wealth Management's revenue is <$5 Million
What is AMG Wealth Management's SIC code?
AMG Wealth Management's SIC: 62,628
What is AMG Wealth Management's NAICS code?
AMG Wealth Management's NAICS: 52,523
How many employees does AMG Wealth Management have?
AMG Wealth Management has 1-10 employees
What industry does AMG Wealth Management belong to?
AMG Wealth Management is in the industry of: Finance, Securities Trading
What is AMG Wealth Management competition?
AMG Wealth Management top competitors include: McLaughlin Wealth Management, Soard Financial Management, Genesis Financial Group, Foss Wealth Management
What technology does AMG Wealth Management use?
Some of the popular technologies that AMG Wealth Management uses are: WordPress.org, reCAPTCHA, Google Universal Analytics, Google Font API
How do I contact AMG Wealth Management?
AMG Wealth Management contact info: Phone number: (631) 647-5210 Website: www.mitatlika.com
What does AMG Wealth Management do?

AMG Wealth Management specializes in providing personalized financial services aimed at helping clients achieve financial independence. Their offerings include investment management, retirement planning, social security maximization, tax planning, and a unique Generational Vault for secure document storage. The firm focuses on understanding clients... ' financial goals and creating tailored roadmaps to meet those objectives. AMG Wealth Management is dedicated to ongoing support, ensuring clients can adapt their financial plans as their needs evolve.Read More

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

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