Bay Harbor Wealth Management

Finance · Maryland, United States · 1-10 Employees

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Overview

Headquarters

201 International Cir Ste 200, Hunt Vall...

Phone Number

(410) 403-2060

Revenue

<$5 Million

Industry

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

About Bay Harbor Wealth Management

Bay Harbor is an independent financial partner specializing in comprehensive wealth management services aimed at helping clients achieve financial confidence. Founded by Lance Scott, the company focuses on bringing large endowment and institutional strategies to individual investors. Their services include fiduciary investment advisory and non-fiduciary insurance services, along with financial education workshops. Bay Harbor primarily serves individuals seeking to enhance their financial well-being both now and in the future.Explore more
Bay Harbor Wealth Management's Social MediaPopular SearchesBay Harbor Wealth Management LLCBay Harbor Wealth ManagementHarbor Wealth Management LLCBay Harbor Financial Services LLCBay Harbor Insurance LLCSIC Code 62,628NAICS Code 52,523Show more

Bay Harbor Wealth Management Org Chart

PhoneEmail
LS
United States flag for contact location.

Director, Business Operations, Compliance

PhoneEmail
KC
United States flag for contact location.

Director of Impressions, Administrative Assis...

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bay Harbor Wealth Managem...

<$5M
1-10
Private
-
2011
LS
Lauren SwannDirector, Business Operations, Compliance
<$5M
11-50
Private
-
1997
MS
Meagan SinnigerManager, Operations
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
1-10
Private
-
1998
KW
Katherine WheatonDirector, Business Operations
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1995
PA
Patricia AlbrightVice President - Team Leader
<$5M
1-10
Private
-
1996
JK
Jeffrey KnoedlFinancial Professional
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Bay Harbor Wealth Management Tech Stack

A closer look at the technologies used by Bay Harbor Wealth Management

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Frequently Asked Questions Regarding Bay Harbor Wealth Management

What is Bay Harbor Wealth Management's official website?
Bay Harbor Wealth Management's official website is www.bayharborwealth.com
What is Bay Harbor Wealth Management's Revenue?
Bay Harbor Wealth Management's revenue is <$5 Million
What is Bay Harbor Wealth Management's SIC code?
Bay Harbor Wealth Management's SIC: 62,628
What is Bay Harbor Wealth Management's NAICS code?
Bay Harbor Wealth Management's NAICS: 52,523
How many employees does Bay Harbor Wealth Management have?
Bay Harbor Wealth Management has 1-10 employees
What industry does Bay Harbor Wealth Management belong to?
Bay Harbor Wealth Management is in the industry of: Finance, Insurance, Securities Trading
What is Bay Harbor Wealth Management competition?
Bay Harbor Wealth Management top competitors include: The Holland Group, Knoedl Retirement Advisors, Advisor Ink, Copper Canyon Wealth Management
What technology does Bay Harbor Wealth Management use?
Some of the popular technologies that Bay Harbor Wealth Management uses are: Drupal, QuickBooks, Google Tag Manager, jsDelivr
How do I contact Bay Harbor Wealth Management?
Bay Harbor Wealth Management contact info: Phone number: (410) 403-2060 Website: www.bayharborwealth.com
What does Bay Harbor Wealth Management do?

Bay Harbor is an independent financial partner specializing in comprehensive wealth management services aimed at helping clients achieve financial confidence. Founded by Lance Scott, the company focuses on bringing large endowment and institutional strategies to individual investors. Their services include fiduciary investment advisory and non-fidu... ciary insurance services, along with financial education workshops. Bay Harbor primarily serves individuals seeking to enhance their financial well-being both now and in the future.Read More

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

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