Bice Wealth Management

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

136 Gateway Blvd Ste C, Mooresville, Nor...

Phone Number

(704) 696-1030

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
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May
ZI Rank
2
1
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1
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1

About Bice Wealth Management

Bice Wealth Management is an independent financial firm dedicated to assisting individuals and business owners in achieving their financial goals while minimizing investment risks. They offer a comprehensive range of services including retirement planning, estate planning, and customized financial strategies tailored to clients' unique situations. The firm emphasizes a consultative approach, ensuring that clients' lifestyles, goals, and family situations are thoroughly understood to create effective financial plans. With multiple locations in North Carolina, Bice Wealth Management aims to provide sound financial information and regular consultations to help clients make informed decisions.Explore more
Bice Wealth Management's Social MediaPopular SearchesBice Wealth Managementbice wealth management IncWealth Management Incbicewealth.comBice WealthSIC Code 62,628NAICS Code 52,523Show more

Bice Wealth Management Org Chart

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Registered Representative

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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bice Wealth Management

<$5M
1-10
Private
-
2010
DL
Danielle LawsClient Relationship Manager
$5.8M
1-10
Private
<$5M
2014
James Parris, Chief Executive Officer & Founder at Ivory Wealth Management
James ParrisCEO & Founder
<$5M
1-10
Private
-
1990
SM
Samuel MoorheadPortfolio Manager
<$5M
1-10
Private
<$5M
2011
PK
Patrick KeavenyInsurance Partner
<$5M
1-10
Private
-
2014
Christopher Rueger, Founder & President at Pilot Wealth Management
Christopher RuegerFounder & President
<$5M
1-10
Private
-
2014
CF
Casi ForsManager, Wealth
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Bice Wealth Management Tech Stack

A closer look at the technologies used by Bice Wealth Management

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Frequently Asked Questions Regarding Bice Wealth Management

What is Bice Wealth Management's official website?
Bice Wealth Management's official website is www.bicewealth.com
What is Bice Wealth Management's Revenue?
Bice Wealth Management's revenue is <$5 Million
What is Bice Wealth Management's SIC code?
Bice Wealth Management's SIC: 62,628
What is Bice Wealth Management's NAICS code?
Bice Wealth Management's NAICS: 52,523
How many employees does Bice Wealth Management have?
Bice Wealth Management has 1-10 employees
What industry does Bice Wealth Management belong to?
Bice Wealth Management is in the industry of: Finance, Securities Trading
What is Bice Wealth Management competition?
Bice Wealth Management top competitors include: JLB Wealth Management Group, Nobile Hinchey Private Wealth Management, Legacy Investment Planning, Pilot Wealth Management
What technology does Bice Wealth Management use?
Some of the popular technologies that Bice Wealth Management uses are: Cloudflare Website Optimization, Proofpoint, Smarsh, Google Tag Manager
How do I contact Bice Wealth Management?
Bice Wealth Management contact info: Phone number: (704) 696-1030 Website: www.bicewealth.com
What does Bice Wealth Management do?

Bice Wealth Management is an independent financial firm dedicated to assisting individuals and business owners in achieving their financial goals while minimizing investment risks. They offer a comprehensive range of services including retirement planning, estate planning, and customized financial strategies tailored to clients' unique situations.... The firm emphasizes a consultative approach, ensuring that clients' lifestyles, goals, and family situations are thoroughly understood to create effective financial plans. With multiple locations in North Carolina, Bice Wealth Management aims to provide sound financial information and regular consultations to help clients make informed decisions.Read More

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

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