Bogart Wealth

Finance · Virginia, United States · 11-50 Employees

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Overview

Headquarters

2010 Corporate Rdg Ste 900, Mc Lean, Vir...

Phone Number

(703) 570-8651

Revenue

$8.2 Million

Industry

Finance Securities Trading

About Bogart Wealth

Bogart Wealth is a financial advisory and Registered Investment Advisory firm providing retirement planning, investment management, estate planning, real estate investment, and insurance consultation services. Bogart Wealth is headquartered in McLean, Virginia.Explore more
Bogart Wealth's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Bogart Wealth Org Chart

James Bogart, Chief Executive Officer & Founder at Bogart Wealth
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Chief Executive Officer & Founder

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Chief Operating Officer

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Director, Corporate Development

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Compare Similar Companies to Bogart Wealth

Compare insights from companies similar to Bogart Wealth, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bogart Wealth

$8.2M
11-50
Private
<$5M
2016
James Bogart, Chief Executive Officer & Founder at Bogart Wealth
James BogartCEO & Founder
$5.7M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
1962
EM
Emilee ManleyClient Service Manager
<$5M
1-10
Private
-
2014
HS
Holly SherrerFinancial Advisor
<$5M
1-10
Private
-
2011
N/A
<$5M
11-50
Private
-
2018
LW
Leah WilleyClient Relationship Manager
Illustration of an envelope

Bogart Wealth Tech Stack

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Frequently Asked Questions Regarding Bogart Wealth

What is Bogart Wealth's official website?
Bogart Wealth's official website is www.bogartwealth.com
What is Bogart Wealth's Revenue?
Bogart Wealth's revenue is $8.2 Million
What is Bogart Wealth's SIC code?
Bogart Wealth's SIC: 62,628
What is Bogart Wealth's NAICS code?
Bogart Wealth's NAICS: 52,523
How many employees does Bogart Wealth have?
Bogart Wealth has 11-50 employees
What industry does Bogart Wealth belong to?
Bogart Wealth is in the industry of: Finance, Securities Trading
What is Bogart Wealth competition?
Bogart Wealth top competitors include: Stockade Wealth Management, Sound View Wealth Advisors, Fitzgerald Financial Partners, Dogwood Wealth Advisors
What technology does Bogart Wealth use?
Some of the popular technologies that Bogart Wealth uses are: WooCommerce, WordPress.org, PHP, Microsoft 365
How do I contact Bogart Wealth?
Bogart Wealth contact info: Phone number: (703) 570-8651 Website: www.bogartwealth.com
What does Bogart Wealth do?

Bogart Wealth is a financial advisory and Registered Investment Advisory firm providing retirement planning, investment management, estate planning, real estate investment, and insurance consultation services. Bogart Wealth is headquartered in McLean, Virginia.... Read More

What are Bogart Wealth social media links?
Bogart Wealth Linkedin page Bogart Wealth Facebook page
Who invested in Bogart Wealth?
Bogart Wealth has 2 investors including Constellation Wealth Capital and PPP.
Is Bogart Wealth a public company?
Bogart Wealth is private company therefore does not currently have an official ticker symbol
See more information about Bogart Wealth

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