Baumgartner Horvath Wealth

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

530 29th St NW, Naples, Florida, 34120, ...

Phone Number

(239) 300-7334

Revenue

$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Baumgartner Horvath Wealth

Baumgartner Horvath Wealth Management, led by Wealth Advisor Barbara Horvath, provides comprehensive financial consulting services tailored to individual client needs. The firm specializes in a range of offerings including portfolio management, tax-advantaged investing, retirement planning, and annual portfolio reviews. Their mission is to maintain a strong client relationship by focusing on objectives and adapting investment strategies to changing market conditions. They aim to empower clients with quality, non-proprietary investment choices to navigate today's complex investment landscape.Explore more
Popular SearchesBaumgartner Horvath WealthBarbara HorvathBaumgartner Horvath Wealth ManagementHorvath Capital IncSIC Code 62,628NAICS Code 52,523Show more

Baumgartner Horvath Wealth Org Chart

PhoneEmail
BH
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Wealth Advisor & President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Baumgartner Horvath Wealt...

$5M
11-50
Private
-
-
BH
Barbara HorvathWealth Advisor & President
<$5M
1-10
Private
-
2005
DH
Diane HagerstromManager, Operations
<$5M
1-10
Private
-
1980
LF
Lisa FitzpatrickManager, Operations
<$5M
1-10
Private
-
2014
DS
Daniel ShevlinCfp, Clu, Ricp Lpl Financial Advisor
<$5M
1-10
Private
-
2005
N/A
<$5M
1-10
Private
-
-
KM
Kory MillerLpl Financial Advisor
<$5M
1-10
Private
-
-
CG
Christopher GongolaLpl Financial Advisor
Illustration of an envelope

Company Profile Activity

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Activity Insights

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

What does this means?

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

Baumgartner Horvath Wealth Tech Stack

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Frequently Asked Questions Regarding Baumgartner Horvath Wealth

What is Baumgartner Horvath Wealth's official website?
Baumgartner Horvath Wealth's official website is www.bhlplwealth.com
What is Baumgartner Horvath Wealth's Revenue?
Baumgartner Horvath Wealth's revenue is $5 Million
What is Baumgartner Horvath Wealth's SIC code?
Baumgartner Horvath Wealth's SIC: 62,628
What is Baumgartner Horvath Wealth's NAICS code?
Baumgartner Horvath Wealth's NAICS: 52,523
How many employees does Baumgartner Horvath Wealth have?
Baumgartner Horvath Wealth has 11-50 employees
What industry does Baumgartner Horvath Wealth belong to?
Baumgartner Horvath Wealth is in the industry of: Finance, Securities Trading
What is Baumgartner Horvath Wealth competition?
Baumgartner Horvath Wealth top competitors include: Sage Wealth Management, 20/20 Financial Group, Foxen Financial, Sage Financial
What technology does Baumgartner Horvath Wealth use?
Some of the popular technologies that Baumgartner Horvath Wealth uses are: Cloudflare Website Optimization, Neustar UltraDNS, Google Tag Manager, Font Awesome
How do I contact Baumgartner Horvath Wealth?
Baumgartner Horvath Wealth contact info: Phone number: (239) 300-7334 Website: www.bhlplwealth.com
What does Baumgartner Horvath Wealth do?

Baumgartner Horvath Wealth Management, led by Wealth Advisor Barbara Horvath, provides comprehensive financial consulting services tailored to individual client needs. The firm specializes in a range of offerings including portfolio management, tax-advantaged investing, retirement planning, and annual portfolio reviews. Their mission is to maintain... a strong client relationship by focusing on objectives and adapting investment strategies to changing market conditions. They aim to empower clients with quality, non-proprietary investment choices to navigate today's complex investment landscape.Read More

Is Baumgartner Horvath Wealth a public company?
Baumgartner Horvath Wealth is private company therefore does not currently have an official ticker symbol
See more information about Baumgartner Horvath Wealth

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