Bain Wealth Management

Finance · Oregon, United States · 11-50 Employees

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Overview

Headquarters

885 Lancaster Dr SE Ste C, Salem, Oregon...

Phone Number

(503) 370-9003

Revenue

$5.7 Million

Industry

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

Bain Wealth Management offers a range of financial services including wealth management, financial planning, retirement planning, investment management, estate planning, and tax planning. They cater to clients in Salem, Oregon, and beyond, focusing on helping individuals define their vision of true wealth and create tailored financial plans. The firm emphasizes a coaching approach, providing accountability and advocacy to ensure clients stay on track with their financial goals. Their services are designed for a diverse clientele, from young professionals to retirees, aiming to support them at various stages of their financial journey.Explore more
Bain Wealth Management's Social MediaPopular SearchesBain Wealth ManagementBain Wealth Management Group LLCBain Wealth Management GroupBain Financial GroupBain Financial ServiceSIC Code 62,628NAICS Code 52,523Show more

Bain Wealth Management Org Chart

PhoneEmail
MB
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Managing Director, Senior Wealth Advisor

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JT
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Relationship Manager

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LW
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Relationship Manager

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KO
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Wealth Advisor

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JO
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Associate Wealth Advisor

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ES
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Senior Wealth Planner

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DT
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Associate Wealth Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bain Wealth Management

$5.7M
11-50
Private
-
1983
MB
Mark BainManaging Director, Senior Wealth Advisor
<$5M
1-10
Private
-
2018
AJ
Angela JohnsonManager, Client Relations
<$5M
11-50
Private
-
1995
AR
Azman RamathullaChief Operating Officer
<$5M
1-10
Private
-
2017
MS
Matthew SmithField Supervisor
<$5M
1-10
Private
-
-
Toby Lafont, Founder & Wealth Advisor at Parish Wealth Partners
Toby LafontFounder & Wealth Advisor
<$5M
1-10
Private
-
-
Hal Otey, Founder & Owner & Wealth Advisor at Hal Otey Financial
Hal OteyFounder & Owner & Wealth Advisor
<$5M
1-10
Private
-
2010
RL
Robin LewisClient Service Coordinator
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Bain Wealth Management Tech Stack

A closer look at the technologies used by Bain Wealth Management

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Frequently Asked Questions Regarding Bain Wealth Management

What is Bain Wealth Management's official website?
Bain Wealth Management's official website is www.bainwealthmanagement.com
What is Bain Wealth Management's Revenue?
Bain Wealth Management's revenue is $5.7 Million
What is Bain Wealth Management's SIC code?
Bain Wealth Management's SIC: 62,628
What is Bain Wealth Management's NAICS code?
Bain Wealth Management's NAICS: 52,523
How many employees does Bain Wealth Management have?
Bain Wealth Management has 11-50 employees
What industry does Bain Wealth Management belong to?
Bain Wealth Management is in the industry of: Finance, Securities Trading
What is Bain Wealth Management competition?
Bain Wealth Management top competitors include: Hal Otey Financial, Signal Wealth Advisors, FFR Wealth Team, Parish Wealth Partners
What technology does Bain Wealth Management use?
Some of the popular technologies that Bain Wealth Management uses are: WooCommerce, WordPress.org, Cloudflare Website Optimization, Google Cloud Web Serving
How do I contact Bain Wealth Management?
Bain Wealth Management contact info: Phone number: (503) 370-9003 Website: www.bainwealthmanagement.com
What does Bain Wealth Management do?

Bain Wealth Management offers a range of financial services including wealth management, financial planning, retirement planning, investment management, estate planning, and tax planning. They cater to clients in Salem, Oregon, and beyond, focusing on helping individuals define their vision of true wealth and create tailored financial plans. The fi... rm emphasizes a coaching approach, providing accountability and advocacy to ensure clients stay on track with their financial goals. Their services are designed for a diverse clientele, from young professionals to retirees, aiming to support them at various stages of their financial journey.Read More

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

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