Baxa Advisors

Finance · Florida, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

780 5th Ave S Ste 200, Naples, Florida, ...

Phone Number

(239) 325-1890

Revenue

<$5 Million

Industry

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

About Baxa Advisors

Baxa Advisors, Inc. specializes in comprehensive financial planning for high net worth families, professionals, and business owners. They focus on integrating various aspects of financial planning to align with clients' personal, family, and business values and goals. Their services include tax planning, asset management, estate planning, and wealth protection strategies. The firm aims to build long-term relationships with clients by addressing their unique financial challenges and objectives.Explore more
Popular SearchesBaxa Advisors IncBaxa AdvisorsBaxaadvisorsSIC Code 62,628NAICS Code 52,523Show more

Baxa Advisors Org Chart

JB
United States flag for contact location.

President & Chief Executive Officer

PhoneEmail

Is Baxa Advisors 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 Baxa Advisors

Compare insights from companies similar to Baxa Advisors, 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

Baxa Advisors

<$5M
1-10
Private
-
2017
JB
John BaxaPresident & CEO
<$5M
11-50
Private
-
2008
<$5M
1-10
Private
-
-
SS
Saurav SobtiAssistant Manager
<$5M
1-10
Private
-
1993
N/A
<$5M
1-10
Private
-
-
SR
Stephanie RechDirector, Client Services
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
-
CB
Christopher BarovichBusiness Partner & Managing Field & Osj Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Baxa Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Baxa Advisors Tech Stack

A closer look at the technologies used by Baxa Advisors

Top Finance Companies

Frequently Asked Questions Regarding Baxa Advisors

What is Baxa Advisors's official website?
Baxa Advisors's official website is www.baxaadvisors.com
What is Baxa Advisors's Revenue?
Baxa Advisors's revenue is <$5 Million
What is Baxa Advisors's SIC code?
Baxa Advisors's SIC: 62,628
What is Baxa Advisors's NAICS code?
Baxa Advisors's NAICS: 52,523
How many employees does Baxa Advisors have?
Baxa Advisors has 1-10 employees
What industry does Baxa Advisors belong to?
Baxa Advisors is in the industry of: Finance, Securities Trading
What is Baxa Advisors competition?
Baxa Advisors top competitors include: United Wealth Management, Copper Canyon Wealth Management, Camerio, Capital & Risk Management Services
What technology does Baxa Advisors use?
Some of the popular technologies that Baxa Advisors uses are: Cloudflare Website Optimization, Cloudflare CDN, Proofpoint, Google Font API
How do I contact Baxa Advisors?
Baxa Advisors contact info: Phone number: (239) 325-1890 Website: www.baxaadvisors.com
What does Baxa Advisors do?

Baxa Advisors, Inc. specializes in comprehensive financial planning for high net worth families, professionals, and business owners. They focus on integrating various aspects of financial planning to align with clients' personal, family, and business values and goals. Their services include tax planning, asset management, estate planning, and wealt... h protection strategies. The firm aims to build long-term relationships with clients by addressing their unique financial challenges and objectives.Read More

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

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.