Antaeus Wealth Advisors

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

80 Central St Ste 150, Boxborough, Massa...

Phone Number

(978) 264-9999

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Antaeus Wealth Advisors

Providing customized and simplified financial advice that guides you through market and life cycles. Antaeus Wealth Advisors, LLC, formerly Sohn & Associates, is an integrated investment and financial planning firm based in Boxborough, Massachusetts. Serving clients across market cycles and over generations, our team helps clients make smart choices with their money. By following the core values of trust, integrity, and prosperity, Antaeus puts our clients interests first. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and ANTAEUS WEALTH ADVISORS are not affiliated.Explore more
Antaeus Wealth Advisors's Social MediaPopular SearchesAntaeus Wealth Advisors LLCAntaeus Wealth AdvisorsAntaeus Holding IncNewburyport Financial Advisor - Will Elwell, CFP A...Retirement Services LLCSIC Code 62,628NAICS Code 52,523Show more

Antaeus Wealth Advisors Org Chart

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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Antaeus Wealth Advisors

<$5M
1-10
Private
<$5M
2011
ND
Nikki DubeRelationship Manager
$6.9M
11-50
Private
-
-
WM
Wanda MercadoClient Service Manager
$6.1M
1-10
Private
-
2006
<$5M
1-10
Private
-
1994
KM
Karen MitchellOffice Manager
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Antaeus Wealth Advisors financials insights

Gather financial insights about Antaeus Wealth Advisors, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Antaeus Wealth Advisors's Financials Insights

Antaeus Wealth Advisors Tech Stack

A closer look at the technologies used by Antaeus Wealth Advisors

Top Finance Companies

Frequently Asked Questions Regarding Antaeus Wealth Advisors

What is Antaeus Wealth Advisors's official website?
Antaeus Wealth Advisors's official website is www.antaeuswealth.com
What is Antaeus Wealth Advisors's Revenue?
Antaeus Wealth Advisors's revenue is <$5 Million
What is Antaeus Wealth Advisors's SIC code?
Antaeus Wealth Advisors's SIC: 62,628
What is Antaeus Wealth Advisors's NAICS code?
Antaeus Wealth Advisors's NAICS: 52,523
How many employees does Antaeus Wealth Advisors have?
Antaeus Wealth Advisors has 1-10 employees
What industry does Antaeus Wealth Advisors belong to?
Antaeus Wealth Advisors is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Antaeus Wealth Advisors competition?
Antaeus Wealth Advisors top competitors include: Schneider Wealth Strategies, Deighan Associates, The Holben Group, Pillar Wealth Management
What technology does Antaeus Wealth Advisors use?
Some of the popular technologies that Antaeus Wealth Advisors uses are: AppRiver, Smarsh, Microsoft 365, Microsoft Exchange Online
How do I contact Antaeus Wealth Advisors?
Antaeus Wealth Advisors contact info: Phone number: (978) 264-9999 Website: www.antaeuswealth.com
What does Antaeus Wealth Advisors do?

Providing customized and simplified financial advice that guides you through market and life cycles. Antaeus Wealth Advisors, LLC, formerly Sohn & Associates, is an integrated investment and financial planning firm based in Boxborough, Massachusetts. Serving clients across market cycles and over generations, our team helps clients make smart choice... s with their money. By following the core values of trust, integrity, and prosperity, Antaeus puts our clients interests first. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and ANTAEUS WEALTH ADVISORS are not affiliated.Read More

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

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