Associates

Finance · Colorado, United States · 11-50 Employees

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Overview

Headquarters

501 S Cherry St Ste 490, Denver, Colorad...

Phone Number

(303) 730-1951

Revenue

$5.8 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
2
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About Associates

5280 Associates offers flat fee wealth management services, providing clients with comprehensive financial planning, investment management, estate planning, charitable planning, and proactive tax planning. Their team of Certified Financial Planners (CFPs) prioritizes transparency in fees and works as fiduciaries to advocate for their clients' best interests. They cater to a diverse clientele, regardless of their financial savvy, ensuring that clients know the full range of services and associated costs upfront. With a commitment to teamwork and advocacy, 5280 Associates aims to help clients unlock their financial potential.Explore more
Associates's Social MediaPopular SearchesAssociates5280 Associates5280associates.com5280 Associates - Thrivent Financial5280associatesSIC Code 62,628NAICS Code 52,523Show more

Associates Org Chart

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Chief Operating Officer

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TR
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President

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RM
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President

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Office Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Associates

$5.8M
11-50
Private
<$5M
-
FB
Frederick BaileyChief Operating Officer
$45M
11-50
Private
<$5M
1997
GM
Gregory MalloyChairman & CEO
$8.3M
11-50
Private
-
2013
$7.2M
11-50
Private
<$5M
1989
JV
John VoigtVice President
$6.7M
11-50
Private
-
1965
$6.5M
11-50
Private
-
2004
EP
Ellen PurcellVice President
<$5M
11-50
Private
-
2009
ST
Shelly ThaparDirector, Human Resources & Marketing
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Associates financials insights

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

2020

Debt

$350K

2021

Debt

$568K

See All Associates's Financials Insights

Associates Tech Stack

A closer look at the technologies used by Associates

Most Recent Scoops

Open Position
Open Position
Project
A front-line source in diversity & inclusion has indicated plans to install sinks in common areas prior to employees returning to their respective offices.
Project
A front-line source in diversity & inclusion has indicated that the organization is planning to release a request for proposal (RFP) for initiatives related to pay equity within the next three months. Associates Insurance Group is currently evaluating Shareworks by Morgan Stanley. The organization will be increasing investments and is considering the use of a contingent workforce to support these efforts.
Spending/Investment, Contingent Workforce
Project
Spending/Investment, Contingent Workforce, Social Media, Recruitment
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Top Finance Companies

Frequently Asked Questions Regarding Associates

What is Associates's official website?
Associates's official website is www.5280associates.com
What is Associates's Revenue?
Associates's revenue is $5.8 Million
What is Associates's SIC code?
Associates's SIC: 62,628
What is Associates's NAICS code?
Associates's NAICS: 52,523
How many employees does Associates have?
Associates has 11-50 employees
What industry does Associates belong to?
Associates is in the industry of: Finance, Securities Trading
What is Associates competition?
Associates top competitors include: New Agency Partners, Definitive Systems, Newman Crane & Associates Insurance, NFP Health
What technology does Associates use?
Some of the popular technologies that Associates uses are: goo.gl, DocuSign, WooCommerce, WordPress.org
How do I contact Associates?
Associates contact info: Phone number: (303) 730-1951 Website: www.5280associates.com
What does Associates do?

5280 Associates offers flat fee wealth management services, providing clients with comprehensive financial planning, investment management, estate planning, charitable planning, and proactive tax planning. Their team of Certified Financial Planners (CFPs) prioritizes transparency in fees and works as fiduciaries to advocate for their clients' best... interests. They cater to a diverse clientele, regardless of their financial savvy, ensuring that clients know the full range of services and associated costs upfront. With a commitment to teamwork and advocacy, 5280 Associates aims to help clients unlock their financial potential.Read More

What are Associates social media links?
Associates Linkedin page Associates Twitter page Associates Facebook page
Who invested in Associates?
Associates has 2 investors including PPP and PPP.
Is Associates a public company?
Associates is private company therefore does not currently have an official ticker symbol
See more information about Associates

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