Black Card Circle

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

21200 Oxnard St Ste 6301, Woodland Hills...

Revenue

<$5 Million

Industry

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

About Black Card Circle

Black Card Circle is a financial planning firm that helps people grow and protect their money. Led by Lotay Yang, the company offers personalized investment advice for retirement, stocks, and income planning. They work with clients to create smart financial strategies, focusing on both growth and fixed assets while managing risk.Explore more
Black Card Circle's Social MediaPopular SearchesBlack Card Circle LLCBlack Card Circle?Black Card Circle®Black Card Circle®, RIABlackcardcircleria.comSIC Code 62,628NAICS Code 52,523Show more

Black Card Circle Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Black Card Circle

<$5M
1-10
Private
-
2005
$5.5M
11-50
Private
-
1975
SS
Sarah StymusVice President, Financial Planning
<$5M
1-10
Private
-
2003
N/A
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2006
Ryan Murphy, President at Pacific Coast Investment Advisors
Ryan MurphyPresident
<$5M
1-10
Private
-
-
KZ
Kenneth ZehnderLife, Health, Variable Life
<$5M
1-10
Private
-
-
MB
Maria BansilManager, Operations
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Company Profile Activity

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Among all Finance companies

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High Activity

Activity Insights

Black Card Circle is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Black Card Circle Tech Stack

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Frequently Asked Questions Regarding Black Card Circle

What is Black Card Circle's official website?
Black Card Circle's official website is www.blackcardcircleria.com
What is Black Card Circle's Revenue?
Black Card Circle's revenue is <$5 Million
What is Black Card Circle's SIC code?
Black Card Circle's SIC: 62,628
What is Black Card Circle's NAICS code?
Black Card Circle's NAICS: 52,523
How many employees does Black Card Circle have?
Black Card Circle has 1-10 employees
What industry does Black Card Circle belong to?
Black Card Circle is in the industry of: Finance, Securities Trading
What is Black Card Circle competition?
Black Card Circle top competitors include: ABLE Wealth Management Solutions, Stockade Wealth Management, Pacific Coast Investment Advisors, Montecito Capital Management Group
What technology does Black Card Circle use?
Some of the popular technologies that Black Card Circle uses are: Squarespace Online Stores, Cisco, Adobe Typekit, YouTube
What does Black Card Circle do?

Black Card Circle is a financial planning firm that helps people grow and protect their money. Led by Lotay Yang, the company offers personalized investment advice for retirement, stocks, and income planning. They work with clients to create smart financial strategies, focusing on both growth and fixed assets while managing risk.... Read More

What are Black Card Circle social media links?
Black Card Circle Linkedin page
Is Black Card Circle a public company?
Black Card Circle is private company therefore does not currently have an official ticker symbol
See more information about Black Card Circle

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