Beckett Collective

Finance · United States · 1-10 Employees

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Overview

Headquarters

United States

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Beckett Collective

Beckett Collective offers comprehensive advice, planning, and investment services tailored to the financial well-being of their clients. They provide innovative solutions in corporate finance and wealth management, focusing on minimizing tax, reducing risk, and enhancing employee wealth. Their clientele includes business owners, entrepreneurs, professionals, high net worth families, and non-profits, with a commitment to delivering exceptional service and attention. The firm operates on a fee-only fiduciary model, ensuring their interests align with those of their clients.Explore more
Beckett Collective's Social MediaPopular SearchesBeckett CollectiveBeckett Collective LLCBeckettMoneySIC Code 62,628NAICS Code 52,523Show more

Beckett Collective Org Chart

PhoneEmail
TM
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Founding Partner

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NG
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Founder & Partner

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Beckett Collective

<$5M
1-10
Private
-
2019
TM
Theresa MorrisonFounding Partner
$5M
11-50
Private
-
2017
N/A
<$5M
11-50
Private
-
-
RP
Rebecca PicoCo-Office Manager
<$5M
1-10
Private
-
1995
SK
Shauna KehrmeyerDirector, Client Services
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2006
N/A
<$5M
1-10
Private
-
2019
Avi Ziv, Founder & Chief Executive Officer at Legado Wealth Management
Avi ZivFounder & CEO
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Company Profile Activity

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Among all Finance companies

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High Activity

Activity Insights

Beckett Collective is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Beckett Collective Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Beckett Collective

What is Beckett Collective's official website?
Beckett Collective's official website is www.beckettcollective.com
What is Beckett Collective's Revenue?
Beckett Collective's revenue is <$5 Million
What is Beckett Collective's SIC code?
Beckett Collective's SIC: 62,628
What is Beckett Collective's NAICS code?
Beckett Collective's NAICS: 52,523
How many employees does Beckett Collective have?
Beckett Collective has 1-10 employees
What industry does Beckett Collective belong to?
Beckett Collective is in the industry of: Finance, Securities Trading
What is Beckett Collective competition?
Beckett Collective top competitors include: Legado Wealth Management, Tuttle Financial Services, David Marshall Investments, Leithner Financial Group
What technology does Beckett Collective use?
Some of the popular technologies that Beckett Collective uses are: Microsoft Dynamics CRM, Microsoft 365, Amazon Web Hosting, Microsoft Exchange Online
What does Beckett Collective do?

Beckett Collective offers comprehensive advice, planning, and investment services tailored to the financial well-being of their clients. They provide innovative solutions in corporate finance and wealth management, focusing on minimizing tax, reducing risk, and enhancing employee wealth. Their clientele includes business owners, entrepreneurs, prof... essionals, high net worth families, and non-profits, with a commitment to delivering exceptional service and attention. The firm operates on a fee-only fiduciary model, ensuring their interests align with those of their clients.Read More

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

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