AssetDynamics Wealth Management

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

1700 Woodlands Dr Ste 205, Maumee, Ohio,...

Phone Number

(419) 841-6700

Revenue

$7.5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About AssetDynamics Wealth Management

Don Roork Home offers a range of financial services including retirement planning, investment management, estate planning, insurance, and tax services. The firm aims to assist clients in making informed financial decisions by integrating faith with finances and employing a proven, rules-based investment process. Their target clients include individuals seeking guidance in retirement planning and those looking to overcome emotional financial mistakes. Don Roork Home emphasizes the importance of a systematic approach to achieving financial goals and maintaining quality of life.Explore more
AssetDynamics Wealth Management's Social MediaPopular SearchesAssetDynamics Wealth ManagementAsset Dynamics IncAsset Dynamics CorpAssetDynamicsassetdynamics.comSIC Code 62,628NAICS Code 52,523Show more

AssetDynamics Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

AssetDynamics Wealth Mana...

$7.5M
11-50
Private
-
1990
DR
Donald RoorkPresident & Founder
$6.3M
1-10
Private
-
2007
JI
Jane IariaOffice Manager
<$5M
1-10
Private
-
2010
LB
Lisa BickerstaffExecutive Assistant
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
MS
Mitchell SinzFinancial Advisor
<$5M
1-10
Private
-
-
LK
Linne KarstenssonDivision President, Real Estate
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

AssetDynamics Wealth Management Tech Stack

A closer look at the technologies used by AssetDynamics Wealth Management

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Frequently Asked Questions Regarding AssetDynamics Wealth Management

What is AssetDynamics Wealth Management's official website?
AssetDynamics Wealth Management's official website is www.assetdynamics.com
What is AssetDynamics Wealth Management's Revenue?
AssetDynamics Wealth Management's revenue is $7.5 Million
What is AssetDynamics Wealth Management's SIC code?
AssetDynamics Wealth Management's SIC: 62,628
What is AssetDynamics Wealth Management's NAICS code?
AssetDynamics Wealth Management's NAICS: 52,523
How many employees does AssetDynamics Wealth Management have?
AssetDynamics Wealth Management has 11-50 employees
What industry does AssetDynamics Wealth Management belong to?
AssetDynamics Wealth Management is in the industry of: Finance, Securities Trading
What is AssetDynamics Wealth Management competition?
AssetDynamics Wealth Management top competitors include: Wisdom Wealth Strategies, Elysien, MMA Praxis Mutual Funds, Bridgeport Wealth Management
What technology does AssetDynamics Wealth Management use?
Some of the popular technologies that AssetDynamics Wealth Management uses are: Cloudflare Website Optimization, Cloudflare CDN, Smarsh, Google Tag Manager
How do I contact AssetDynamics Wealth Management?
AssetDynamics Wealth Management contact info: Phone number: (419) 841-6700 Website: www.assetdynamics.com
What does AssetDynamics Wealth Management do?

Don Roork Home offers a range of financial services including retirement planning, investment management, estate planning, insurance, and tax services. The firm aims to assist clients in making informed financial decisions by integrating faith with finances and employing a proven, rules-based investment process. Their target clients include individ... uals seeking guidance in retirement planning and those looking to overcome emotional financial mistakes. Don Roork Home emphasizes the importance of a systematic approach to achieving financial goals and maintaining quality of life.Read More

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

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