Bui Financial Advisory

Finance · 1-10 Employees

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Overview

Phone Number

(949) 726-0728

Revenue

<$5 Million

Industry

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

About Bui Financial Advisory

Bui Financial Advisory, LLC was founded upon principles that place the utmost value on our clients' financial goals and objectives. We're in the business of building long term, solid relationships that are based upon trust and quality client service. We are experienced professionals with a "hands on" approach to investment planning. We are dedicated to providing the sound guidance, expertise and customer care that are required in every phase of our clients' financial plans to be successful. If you have any questions or would like to meet to discuss your financial plans, please contact us. Thank you for exploring our Web site and becoming acquainted with us.Explore more
Popular SearchesBui Financial Advisory LLCFinancial Advisory LLCInternet Corporation for Assigned Names and Number...SIC Code 62,628NAICS Code 52,523Show more

Bui Financial Advisory Org Chart

PhoneEmail
CB

Business Development Manager

PhoneEmail
KK

Organization Manager

PhoneEmail
SB

Manager

PhoneEmail

PhoneEmail
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JT

Account Manager

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Revenue

Number of Employees

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Founded In

Top Executive

Bui Financial Advisory

<$5M
1-10
Private
-
2005
CB
Candy BrooksBusiness Development Manager
<$5M
11-50
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-
2022
N/A
<$5M
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-
-
JB
Jessica BalamClient Relationship Manager
<$5M
1-10
Private
-
2009
RW
Robert WasselManaging Partner and Chief Investment Officer
<$5M
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2014
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1-10
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2016
MS
Mary SpitlerChief Compliance Officer & Managing Member Owner
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Bui Financial Advisory is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Bui Financial Advisory is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bui Financial Advisory.

Top Finance Companies

Frequently Asked Questions Regarding Bui Financial Advisory

What is Bui Financial Advisory's official website?
Bui Financial Advisory's official website is www.buiadvisory.com
What is Bui Financial Advisory's Revenue?
Bui Financial Advisory's revenue is <$5 Million
What is Bui Financial Advisory's SIC code?
Bui Financial Advisory's SIC: 62,628
What is Bui Financial Advisory's NAICS code?
Bui Financial Advisory's NAICS: 52,523
How many employees does Bui Financial Advisory have?
Bui Financial Advisory has 1-10 employees
What industry does Bui Financial Advisory belong to?
Bui Financial Advisory is in the industry of: Finance, Securities Trading
What is Bui Financial Advisory competition?
Bui Financial Advisory top competitors include: Financial Planning Office, Trinity Wealth Management, Balam Wealth Management, KMR Wealth Advisory
How do I contact Bui Financial Advisory?
Bui Financial Advisory contact info: Phone number: (949) 726-0728 Website: www.buiadvisory.com
What does Bui Financial Advisory do?

Bui Financial Advisory, LLC was founded upon principles that place the utmost value on our clients' financial goals and objectives. We're in the business of building long term, solid relationships that are based upon trust and quality client service. We are experienced professionals with a "hands on" approach to investment planning. We are dedicate... d to providing the sound guidance, expertise and customer care that are required in every phase of our clients' financial plans to be successful. If you have any questions or would like to meet to discuss your financial plans, please contact us. Thank you for exploring our Web site and becoming acquainted with us.Read More

Is Bui Financial Advisory a public company?
Bui Financial Advisory is private company therefore does not currently have an official ticker symbol
See more information about Bui Financial Advisory

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