Atwater Wealth Management

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

176 Federal St Fl 5, Boston, Massachuset...

Phone Number

(617) 723-1439

Revenue

<$5 Million

Industry

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

Atwater Wealth Management is a Boston-based firm specializing in developing robust wealth management strategies. The company operates autonomously to effectively address the fiduciary needs of its clients. Their services are tailored to provide comprehensive financial guidance and support. Atwater Wealth Management aims to serve individuals and families seeking to enhance their financial well-being.Explore more
Atwater Wealth Management's Social MediaPopular SearchesAtwater Wealth ManagementAtwater Wealth Management IncAtwater CorpAtwater WealthAtwater Wealth Management's foundationSIC Code 62,628NAICS Code 52,523Show more

Atwater Wealth Management Org Chart

PhoneEmail
KG
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Chief Operating Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Atwater Wealth Management

<$5M
1-10
Private
-
1986
KG
Katherine GrantChief Operating Officer
$6.9M
11-50
Private
-
1983
WT
Walter ToddPresident & Chief Investment Officer
$5.1M
11-50
Private
-
2009
MM
Melissa McBreartyInvestment Associate
<$5M
1-10
Private
-
2016
GK
Greg KimuraFinancial Consultant
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
2014
JC
James ClaibornePresident & Founder
Illustration of an envelope

Company Profile Activity

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Activity Insights

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

What does this means?

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

Atwater Wealth Management Tech Stack

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Frequently Asked Questions Regarding Atwater Wealth Management

What is Atwater Wealth Management's official website?
Atwater Wealth Management's official website is www.atwaterwealth.com
What is Atwater Wealth Management's Revenue?
Atwater Wealth Management's revenue is <$5 Million
What is Atwater Wealth Management's SIC code?
Atwater Wealth Management's SIC: 62,628
What is Atwater Wealth Management's NAICS code?
Atwater Wealth Management's NAICS: 52,523
How many employees does Atwater Wealth Management have?
Atwater Wealth Management has 1-10 employees
What industry does Atwater Wealth Management belong to?
Atwater Wealth Management is in the industry of: Finance, Securities Trading
What is Atwater Wealth Management competition?
Atwater Wealth Management top competitors include: Greenwood Capital Associates, Sherwood Investment Services, Forbes Family Trust, Ratcliff Financial Services
What technology does Atwater Wealth Management use?
Some of the popular technologies that Atwater Wealth Management uses are: WordPress.org, Microsoft 365, Google Tag Manager, NationalNet
How do I contact Atwater Wealth Management?
Atwater Wealth Management contact info: Phone number: (617) 723-1439 Website: www.atwaterwealth.com
What does Atwater Wealth Management do?

Atwater Wealth Management is a Boston-based firm specializing in developing robust wealth management strategies. The company operates autonomously to effectively address the fiduciary needs of its clients. Their services are tailored to provide comprehensive financial guidance and support. Atwater Wealth Management aims to serve individuals and fam... ilies seeking to enhance their financial well-being.Read More

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

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