Auric Road Wealth Management

Finance · Oklahoma, United States · 1-10 Employees

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Overview

Headquarters

9150 N May Ave Ste B, Oklahoma City, Okl...

Phone Number

(405) 254-0020

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Auric Road Wealth Management

Auric Road Wealth Management of Conservant Financial specializes in providing personalized financial planning services, including retirement planning, estate planning, college savings plans, and insurance. With over 30 years of experience, they focus on helping clients chart their own investment paths tailored to their unique financial goals. Their services are available to residents in several states, ensuring a broad reach for their advisory services. The firm operates with a commitment to understanding each client's financial outlook and preferences, offering flexible communication options.Explore more
Popular SearchesAuric Road Wealth ManagementAuric Management LLCAuricmanagementllcSIC Code 62,628NAICS Code 52,523Show more

Auric Road Wealth Management Org Chart

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Managing Director

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Managing Director

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Wealth Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Auric Road Wealth Managem...

<$5M
1-10
Private
-
2005
SM
Shelley MaxtedManaging Director
$19M
11-50
Private
-
-
VL
Virginia LynnManaging Director
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
DW
Don WeiherManaging Partner President
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2013
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Auric Road Wealth Management Tech Stack

A closer look at the technologies used by Auric Road Wealth Management

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Frequently Asked Questions Regarding Auric Road Wealth Management

What is Auric Road Wealth Management's official website?
Auric Road Wealth Management's official website is www.auricroadwm.com
What is Auric Road Wealth Management's Revenue?
Auric Road Wealth Management's revenue is <$5 Million
What is Auric Road Wealth Management's SIC code?
Auric Road Wealth Management's SIC: 62,628
What is Auric Road Wealth Management's NAICS code?
Auric Road Wealth Management's NAICS: 52,523
How many employees does Auric Road Wealth Management have?
Auric Road Wealth Management has 1-10 employees
What industry does Auric Road Wealth Management belong to?
Auric Road Wealth Management is in the industry of: Finance, Securities Trading
What is Auric Road Wealth Management competition?
Auric Road Wealth Management top competitors include: AGI Capital Management, Cadence Retirement Group, Networth Securites, Smirniotis & Seibold Wealth Management
What technology does Auric Road Wealth Management use?
Some of the popular technologies that Auric Road Wealth Management uses are: reCAPTCHA, Cloudflare Website Optimization, Cloudflare CDN, Proofpoint
How do I contact Auric Road Wealth Management?
Auric Road Wealth Management contact info: Phone number: (405) 254-0020 Website: www.auricroadwm.com
What does Auric Road Wealth Management do?

Auric Road Wealth Management of Conservant Financial specializes in providing personalized financial planning services, including retirement planning, estate planning, college savings plans, and insurance. With over 30 years of experience, they focus on helping clients chart their own investment paths tailored to their unique financial goals. Their... services are available to residents in several states, ensuring a broad reach for their advisory services. The firm operates with a commitment to understanding each client's financial outlook and preferences, offering flexible communication options.Read More

Is Auric Road Wealth Management a public company?
Auric Road Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Auric Road Wealth Management

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