Baris Financial Management

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

43 Oyster Bay Rd, Locust Valley, New Yor...

Phone Number

(516) 676-7111

Revenue

<$5 Million

Industry

Finance Business Services Securities Trading Accounting for Legal Practices
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Baris Financial Management

Baris Financial Management provides private wealth and business advisory investment services, focusing on a diverse client base that includes high-net-worth individuals and small businesses. The firm offers a comprehensive range of financial, accounting, tax, and ancillary services, including cash management, financial reporting, and estate planning. Led by Constantine Baris, a seasoned CPA with over 25 years of experience, the firm is dedicated to identifying financial opportunities and resolving fiscal challenges for its clients. Baris Financial Management aims to be a single, independent point of contact for clients to manage and control their financial affairs.Explore more
Baris Financial Management's Social MediaPopular SearchesBaris Financial Management LtdBaris Financial ManagementBaris Mgmt Associates IncBarisfinancialSIC Code 62,628NAICS Code 52,523Show more

Baris Financial Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Baris Financial Managemen...

<$5M
1-10
Private
-
2001
$9.1M
11-50
Private
<$5M
1975
Diana Belger, Chief Operating Officer at FCA Corp
Diana BelgerChief Operating Officer
<$5M
11-50
Private
-
2006
LM
Levi McMellianCEO. Founding Partner. Managing Director
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
2012
Paul Holjes, President & Manager, Wealth at Peak Mountain Advisors
Paul HoljesPresident & Manager, Wealth
<$5M
1-10
Private
-
-
OP
Olivia PapaFinancial Professional
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Baris Financial Management Tech Stack

A closer look at the technologies used by Baris Financial Management

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Frequently Asked Questions Regarding Baris Financial Management

What is Baris Financial Management's official website?
Baris Financial Management's official website is www.barisfinancial.com
What is Baris Financial Management's Revenue?
Baris Financial Management's revenue is <$5 Million
What is Baris Financial Management's SIC code?
Baris Financial Management's SIC: 62,628
What is Baris Financial Management's NAICS code?
Baris Financial Management's NAICS: 52,523
How many employees does Baris Financial Management have?
Baris Financial Management has 1-10 employees
What industry does Baris Financial Management belong to?
Baris Financial Management is in the industry of: Finance, Business Services, Securities Trading
What is Baris Financial Management competition?
Baris Financial Management top competitors include: FCA Corp, Radnor Financial Advisors, Fountainhead Wealth, Peak Mountain Advisors
What technology does Baris Financial Management use?
Some of the popular technologies that Baris Financial Management uses are: Sentry, Microsoft 365, F5 BIG-IP Platform, Sectigo
How do I contact Baris Financial Management?
Baris Financial Management contact info: Phone number: (516) 676-7111 Website: www.barisfinancial.com
What does Baris Financial Management do?

Baris Financial Management provides private wealth and business advisory investment services, focusing on a diverse client base that includes high-net-worth individuals and small businesses. The firm offers a comprehensive range of financial, accounting, tax, and ancillary services, including cash management, financial reporting, and estate plannin... g. Led by Constantine Baris, a seasoned CPA with over 25 years of experience, the firm is dedicated to identifying financial opportunities and resolving fiscal challenges for its clients. Baris Financial Management aims to be a single, independent point of contact for clients to manage and control their financial affairs.Read More

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

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