Beirne Wealth Consulting Services

Finance · Connecticut, United States · 11-50 Employees

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Overview

Headquarters

3 Enterprise Dr Ste 410, Shelton, Connec...

Phone Number

(203) 701-8606

Revenue

$5.6 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Beirne Wealth Consulting Services

Beirne provides independent, fee-based wealth management services and innovative financial strategies for individuals, families, and institutions. Their offerings include comprehensive wealth and investment management, retirement planning, and education for defined benefit plans. Committed to fiduciary responsibility, they prioritize client interests and transparency in their operations. Beirne aims to inspire clients to envision and achieve their financial futures.Explore more
Popular SearchesBeirne Wealth Consulting Services LLCBeirne Wealth Consulting LLCWealth Consulting Services LLCBeirne Wealth ConsultingBeirne Wealth Consultin 4SIC Code 62,628NAICS Code 52,523Show more

Beirne Wealth Consulting Services Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Beirne Wealth Consulting ...

$5.6M
11-50
Private
<$5M
2012
RD
Richard DeFrancescoChief Operating Officer
<$5M
11-50
Private
-
2018
N/A
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2011
KC
Keri CruzDirector of Impressions, Administrative Assistant
<$5M
1-10
Private
-
-
SF
Scott FloersheimOwner and Advisor
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Beirne Wealth Consulting Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Beirne Wealth Consulting Services financials insights

Gather financial insights about Beirne Wealth Consulting Services, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Beirne Wealth Consulting Services Tech Stack

A closer look at the technologies used by Beirne Wealth Consulting Services

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Frequently Asked Questions Regarding Beirne Wealth Consulting Services

What is Beirne Wealth Consulting Services's official website?
Beirne Wealth Consulting Services's official website is www.beirnewealth.com
What is Beirne Wealth Consulting Services's Revenue?
Beirne Wealth Consulting Services's revenue is $5.6 Million
What is Beirne Wealth Consulting Services's SIC code?
Beirne Wealth Consulting Services's SIC: 62,628
What is Beirne Wealth Consulting Services's NAICS code?
Beirne Wealth Consulting Services's NAICS: 52,523
How many employees does Beirne Wealth Consulting Services have?
Beirne Wealth Consulting Services has 11-50 employees
What industry does Beirne Wealth Consulting Services belong to?
Beirne Wealth Consulting Services is in the industry of: Finance, Securities Trading
What is Beirne Wealth Consulting Services competition?
Beirne Wealth Consulting Services top competitors include: Goodrich and Associates, Stockade Wealth Management, Bay Harbor Wealth Management, Meridian Wealth Advisors
What technology does Beirne Wealth Consulting Services use?
Some of the popular technologies that Beirne Wealth Consulting Services uses are: Microsoft 365, GoDaddy DNS, Amazon Web Hosting, Microsoft Exchange Online
How do I contact Beirne Wealth Consulting Services?
Beirne Wealth Consulting Services contact info: Phone number: (203) 701-8606 Website: www.beirnewealth.com
What does Beirne Wealth Consulting Services do?

Beirne provides independent, fee-based wealth management services and innovative financial strategies for individuals, families, and institutions. Their offerings include comprehensive wealth and investment management, retirement planning, and education for defined benefit plans. Committed to fiduciary responsibility, they prioritize client interes... ts and transparency in their operations. Beirne aims to inspire clients to envision and achieve their financial futures.Read More

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

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