Applied Financial Wisdom

Finance · Maryland, United States · 1-10 Employees

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Overview

Headquarters

18301 Mink Hollow Rd, Highland, Maryland...

Phone Number

(301) 570-8006

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 Applied Financial Wisdom

Applied Financial Wisdom is a financial planning firm based in Highland, MD, dedicated to helping clients achieve financial independence through tailored planning services. They offer specialized financial planning for various life stages, including clients in their 20s, 30s, 40s, 50s, 60s, 70s, and beyond. The firm emphasizes the importance of sound decision-making and investment strategies to balance growth and principal preservation. Their mission is to understand clients' goals and risk tolerance to guide them in making informed financial decisions.Explore more
Applied Financial Wisdom's Social MediaPopular SearchesApplied Financial Wisdomappliedfinancialwisdom.comSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Applied Financial Wisdom

<$5M
1-10
Private
-
-
N/A
$7.1M
1-10
Private
-
2018
KC
Kim CiprianoManager, Property
$5.2M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2002
AB
Alisha BrownDirector, Client Services
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2002
DA
Douglas AtkinsEagle Financial Designs Associate
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Applied Financial Wisdom is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Applied Financial Wisdom Tech Stack

A closer look at the technologies used by Applied Financial Wisdom

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Frequently Asked Questions Regarding Applied Financial Wisdom

What is Applied Financial Wisdom's official website?
Applied Financial Wisdom's official website is www.appliedfinancialwisdom.com
What is Applied Financial Wisdom's Revenue?
Applied Financial Wisdom's revenue is <$5 Million
What is Applied Financial Wisdom's SIC code?
Applied Financial Wisdom's SIC: 62,628
What is Applied Financial Wisdom's NAICS code?
Applied Financial Wisdom's NAICS: 52,523
How many employees does Applied Financial Wisdom have?
Applied Financial Wisdom has 1-10 employees
What industry does Applied Financial Wisdom belong to?
Applied Financial Wisdom is in the industry of: Finance, Securities Trading
What is Applied Financial Wisdom competition?
Applied Financial Wisdom top competitors include: Mayer Private Wealth Management, PM Wealth Management, HG Tailored Financial Services, Doug Atkins Cfc
What technology does Applied Financial Wisdom use?
Some of the popular technologies that Applied Financial Wisdom uses are: Cloudflare Website Optimization, Enom DNS Hosting, Google Tag Manager, FMG Suite
How do I contact Applied Financial Wisdom?
Applied Financial Wisdom contact info: Phone number: (301) 570-8006 Website: www.appliedfinancialwisdom.com
What does Applied Financial Wisdom do?

Applied Financial Wisdom is a financial planning firm based in Highland, MD, dedicated to helping clients achieve financial independence through tailored planning services. They offer specialized financial planning for various life stages, including clients in their 20s, 30s, 40s, 50s, 60s, 70s, and beyond. The firm emphasizes the importance of sou... nd decision-making and investment strategies to balance growth and principal preservation. Their mission is to understand clients' goals and risk tolerance to guide them in making informed financial decisions.Read More

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

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