Brunner & Van Gorder Financial

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

2277 Science Pkwy Ste 4, Okemos, Michiga...

Phone Number

(517) 999-0132

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Brunner & Van Gorder Financial

Brunner & Van Gorder Financial specializes in multigenerational financial planning, offering personalized investment strategies that align with clients' unique goals and risk tolerances. They utilize advanced fintech tools to assist clients in cash flow planning and complex scenario analysis. The firm operates under an independent advisory model, ensuring fiduciary standards are met while providing exceptional service and 24/7 account access. Their target clients include families and institutions seeking comprehensive financial management for current and future generations.Explore more
Popular SearchesBrunner & Van Gorder FinancialBrunner FinancialSIC Code 62,628NAICS Code 52,523Show more

Brunner & Van Gorder Financial Org Chart

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Account Executive

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Financial Planner

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Compare Similar Companies to Brunner & Van Gorder Financial

Compare insights from companies similar to Brunner & Van Gorder Financial, 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

Brunner & Van Gorder Fina...

<$5M
1-10
Private
-
-
SM
Sheryl MullAccount Executive
<$5M
11-50
Private
-
1998
Peter Leitner, Founder & Chief Executive Officer at Waterford Advisors
Peter LeitnerFounder & CEO
<$5M
1-10
Private
-
-
HO
Heather OnestoManager, Client Services
<$5M
1-10
Private
-
2013
KR
Karla RichkardayOffice Manager
<$5M
1-10
Private
-
2009
RW
Robert WasselChief Investment Officer & Managing Partner
<$5M
1-10
Private
-
1991
CK
Charlie KerchevalDirector, Business Development
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Brunner & Van Gorder Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Brunner & Van Gorder Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Brunner & Van Gorder Financial.

Brunner & Van Gorder Financial Tech Stack

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Frequently Asked Questions Regarding Brunner & Van Gorder Financial

What is Brunner & Van Gorder Financial's official website?
Brunner & Van Gorder Financial's official website is www.bvplan.com
What is Brunner & Van Gorder Financial's Revenue?
Brunner & Van Gorder Financial's revenue is <$5 Million
What is Brunner & Van Gorder Financial's SIC code?
Brunner & Van Gorder Financial's SIC: 62,628
What is Brunner & Van Gorder Financial's NAICS code?
Brunner & Van Gorder Financial's NAICS: 52,523
How many employees does Brunner & Van Gorder Financial have?
Brunner & Van Gorder Financial has 1-10 employees
What industry does Brunner & Van Gorder Financial belong to?
Brunner & Van Gorder Financial is in the industry of: Finance, Securities Trading
What is Brunner & Van Gorder Financial competition?
Brunner & Van Gorder Financial top competitors include: Ratcliff Financial Services, Waterford Advisors, Private Wealth Financial Partners, Trinity Wealth Management
What technology does Brunner & Van Gorder Financial use?
Some of the popular technologies that Brunner & Van Gorder Financial uses are: Sentry, Squarespace Online Stores, Adobe Typekit, F5 BIG-IP Platform
How do I contact Brunner & Van Gorder Financial?
Brunner & Van Gorder Financial contact info: Phone number: (517) 999-0132 Website: www.bvplan.com
What does Brunner & Van Gorder Financial do?

Brunner & Van Gorder Financial specializes in multigenerational financial planning, offering personalized investment strategies that align with clients' unique goals and risk tolerances. They utilize advanced fintech tools to assist clients in cash flow planning and complex scenario analysis. The firm operates under an independent advisory model, e... nsuring fiduciary standards are met while providing exceptional service and 24/7 account access. Their target clients include families and institutions seeking comprehensive financial management for current and future generations.Read More

Is Brunner & Van Gorder Financial a public company?
Brunner & Van Gorder Financial is private company therefore does not currently have an official ticker symbol
See more information about Brunner & Van Gorder Financial

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