Barrister Wealth Management

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

1515 Market St Ste 1200, Philadelphia, P...

Phone Number

(215) 854-6314

Revenue

$5.6 Million

Industry

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

About Barrister Wealth Management

Barrister is a financial services firm based in Philadelphia, specializing in custom financial planning, investment management, and insurance advisory services for individuals, businesses, and institutions. Founded by Charles C. Weeks Jr., the firm emphasizes a fiduciary approach by ensuring that all financial advisors act in their clients' best interests. Barrister caters to a diverse clientele including medical professionals, business owners, executives, and individuals facing financial challenges. With a focus on personalized guidance, Barrister aims to help clients achieve their financial goals and enhance their financial literacy.Explore more
Barrister Wealth Management's Social MediaPopular SearchesBarrister Wealth Management LLCBarristerBarrister Wealth ManagementBarrister Higher Learning LLCBarrister NetSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Barrister Wealth Manageme...

$5.6M
11-50
Private
-
2010
N/A
$5.7M
1-10
Private
-
2012
MC
Miste CliadakisManaging Director, Wealth Strategist
<$5M
11-50
Private
<$5M
1986
MV
Masood VojdaniPresident & CEO
<$5M
1-10
Private
-
2008
NW
Nicholas WarfChief Compliance Officer & Chief Operating Officer
<$5M
1-10
Private
-
2004
LC
Lori CuneoBusiness Relationship Manager
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
2010
JB
James BradleyFounder & President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Barrister Wealth Management Tech Stack

A closer look at the technologies used by Barrister Wealth Management

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Frequently Asked Questions Regarding Barrister Wealth Management

What is Barrister Wealth Management's official website?
Barrister Wealth Management's official website is www.barrister.net
What is Barrister Wealth Management's Revenue?
Barrister Wealth Management's revenue is $5.6 Million
What is Barrister Wealth Management's SIC code?
Barrister Wealth Management's SIC: 62,628
What is Barrister Wealth Management's NAICS code?
Barrister Wealth Management's NAICS: 52,523
How many employees does Barrister Wealth Management have?
Barrister Wealth Management has 11-50 employees
What industry does Barrister Wealth Management belong to?
Barrister Wealth Management is in the industry of: Finance, Insurance, Securities Trading
What is Barrister Wealth Management competition?
Barrister Wealth Management top competitors include: Hull Wealth Management, Core Wealth Management, Penobscot Financial Advisors, Altum Wealth Advisors
What technology does Barrister Wealth Management use?
Some of the popular technologies that Barrister Wealth Management uses are: goo.gl, WordPress.org, reCAPTCHA, Google Font API
How do I contact Barrister Wealth Management?
Barrister Wealth Management contact info: Phone number: (215) 854-6314 Website: www.barrister.net
What does Barrister Wealth Management do?

Barrister is a financial services firm based in Philadelphia, specializing in custom financial planning, investment management, and insurance advisory services for individuals, businesses, and institutions. Founded by Charles C. Weeks Jr., the firm emphasizes a fiduciary approach by ensuring that all financial advisors act in their clients' best in... terests. Barrister caters to a diverse clientele including medical professionals, business owners, executives, and individuals facing financial challenges. With a focus on personalized guidance, Barrister aims to help clients achieve their financial goals and enhance their financial literacy.Read More

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

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