Baobab Wealth Management

Finance · Alaska, United States · 1-10 Employees

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Overview

Headquarters

3131 Brookridge Cir, Anchorage, Alaska, ...

Phone Number

(907) 317-8454

Revenue

<$5 Million

Industry

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

At Baobab Wealth Management, we desire to take away your fear and anxiety and help carry your financial burden. Because we like to form trusted and close relationships with our clients, we strive to work with people we believe we can best serve. Our clients tend to be pre-retirees who share our passion for travel and the outdoors. Regardless of what they do for a living, they all want a trusted financial advisor who can assist with a myriad of financial questions, decisions, and needs. We view our clients as friends and family and enjoy walking the road of life with them. Do You Know Someone Who Could Benefit From Our Services? One of the reasons we work with a select number of clients is so we can provide personalized attention and care to each of our clients as well as their loved ones. When you have questions about your portfolio or strategies, we're here to help. When you experience a new milestone in life, we're here to help. And if you have a friend or family member who has questRead more
Baobab Wealth Management's Social MediaPopular SearchesBaobab Wealth ManagementBaobabwealthmanagement ComBaobab WealthBaobabWealthSIC Code 62,628NAICS Code 52,523Show more

Baobab Wealth Management Org Chart

PhoneEmail
SP
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Co-Owner and Chief Compliance Officer

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Compare Similar Companies to Baobab Wealth Management

Compare insights from companies similar to Baobab Wealth Management, 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

Baobab Wealth Management

<$5M
1-10
Private
-
2000
SP
Sonja PuetzerCo-Owner and Chief Compliance Officer
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
-
-
Christopher Conover, Founder & President at Hudson Valley Wealth Management
Christopher ConoverFounder & President
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Baobab Wealth Management Tech Stack

A closer look at the technologies used by Baobab Wealth Management

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Frequently Asked Questions Regarding Baobab Wealth Management

What is Baobab Wealth Management's official website?
Baobab Wealth Management's official website is www.baobabwealth.com
What is Baobab Wealth Management's Revenue?
Baobab Wealth Management's revenue is <$5 Million
What is Baobab Wealth Management's SIC code?
Baobab Wealth Management's SIC: 62,628
What is Baobab Wealth Management's NAICS code?
Baobab Wealth Management's NAICS: 52,523
How many employees does Baobab Wealth Management have?
Baobab Wealth Management has 1-10 employees
What industry does Baobab Wealth Management belong to?
Baobab Wealth Management is in the industry of: Finance, Securities Trading
What is Baobab Wealth Management competition?
Baobab Wealth Management top competitors include: Ratcliff Financial Services, Wealth Advisory Services, Hudson Valley Wealth Management, Highsmith Financial Planning
What technology does Baobab Wealth Management use?
Some of the popular technologies that Baobab Wealth Management uses are: WordPress.org, Cloudflare Website Optimization, Eploy, Smarsh
How do I contact Baobab Wealth Management?
Baobab Wealth Management contact info: Phone number: (907) 317-8454 Website: www.baobabwealth.com
What does Baobab Wealth Management do?

At Baobab Wealth Management, we desire to take away your fear and anxiety and help carry your financial burden. Because we like to form trusted and close relationships with our clients, we strive to work with people we believe we can best serve. Our clients tend to be pre-retirees who share our passion for travel and the outdoors. Regardless of wha... t they do for a living, they all want a trusted financial advisor who can assist with a myriad of financial questions, decisions, and needs. We view our clients as friends and family and enjoy walking the road of life with them. Do You Know Someone Who Could Benefit From Our Services? One of the reasons we work with a select number of clients is so we can provide personalized attention and care to each of our clients as well as their loved ones. When you have questions about your portfolio or strategies, we're here to help. When you experience a new milestone in life, we're here to help. And if you have a friend or family member who has questions or needs unbiased advice, we're never too busy to help. If you're a client with our firm and you've enjoyed working with us, we hope you'll refer a friend, colleague, or family member who may benefit from our services. For a no-obligation consultation, please forward this article to them and have them contact us at 907-317-8454 or j.miller@baobabwealth.com.Read More

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

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