Balcom Investments

Finance · Washington, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

2270 Carillon Pt, Kirkland, Washington, ...

Phone Number

(425) 284-6800

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Balcom Investments

Balcom Investments is a wealth management firm located in Kirkland, Washington, specializing in high-net-worth financial planning, tax strategies, estate planning, and wealth preservation for clients in the Seattle area. Their services include custom portfolio management, retirement planning, and business succession strategies. The firm is dedicated to building, preserving, and managing wealth, ensuring a lifelong commitment to their clients and their families. Balcom Investments aims to provide personalized financial solutions tailored to the unique circumstances and objectives of each client.Explore more
Balcom Investments's Social MediaPopular SearchesBalcom Investments IncBalcom InvestmentsBalcom Investments Solutions LLCBalcominvestmentsJames Balcom Investments LtdSIC Code 62,628NAICS Code 52,523Show more

Balcom Investments Org Chart

PhoneEmail
HN
United States flag for contact location.

Client Relationship Manager

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
KE
United States flag for contact location.

Financial Advisor & Assistant

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Balcom Investments your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Balcom Investments

Compare insights from companies similar to Balcom Investments, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Balcom Investments

<$5M
1-10
Private
-
2006
HN
Ha NguyenClient Relationship Manager
<$5M
1-10
Private
-
2019
Andrew Mancuso, President & Wealth Advisor at Mancuso Wealth Management
Andrew MancusoPresident & Wealth Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1998
KA
Kenneth AnnaloroFinancial Investment Planner & Advisor & Representative
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1999
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Balcom Investments Tech Stack

A closer look at the technologies used by Balcom Investments

Top Finance Companies

Frequently Asked Questions Regarding Balcom Investments

What is Balcom Investments's official website?
Balcom Investments's official website is www.balcominvestments.com
What is Balcom Investments's Revenue?
Balcom Investments's revenue is <$5 Million
What is Balcom Investments's SIC code?
Balcom Investments's SIC: 62,628
What is Balcom Investments's NAICS code?
Balcom Investments's NAICS: 52,523
How many employees does Balcom Investments have?
Balcom Investments has 1-10 employees
What industry does Balcom Investments belong to?
Balcom Investments is in the industry of: Finance, Securities Trading
What is Balcom Investments competition?
Balcom Investments top competitors include: Desberg Financial Resource, Fairley Wealth Management, Anthony P Longobucco Associates, Kraayenbrink Financial & Associates
What technology does Balcom Investments use?
Some of the popular technologies that Balcom Investments uses are: Cloudflare Website Optimization, Smarsh, Datadog, Google Tag Manager
How do I contact Balcom Investments?
Balcom Investments contact info: Phone number: (425) 284-6800 Website: www.balcominvestments.com
What does Balcom Investments do?

Balcom Investments is a wealth management firm located in Kirkland, Washington, specializing in high-net-worth financial planning, tax strategies, estate planning, and wealth preservation for clients in the Seattle area. Their services include custom portfolio management, retirement planning, and business succession strategies. The firm is dedicate... d to building, preserving, and managing wealth, ensuring a lifelong commitment to their clients and their families. Balcom Investments aims to provide personalized financial solutions tailored to the unique circumstances and objectives of each client.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.