CA Cole & Associates

Finance · Canada · 1-10 Employees

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Overview

Headquarters

Canada

Phone Number

(416) 708-3065

Revenue

$6.6 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About CA Cole & Associates

Cole & Associates offers Family Office Wealth Strategy services, focusing on the unique dynamics and needs within families. They emphasize the importance of intergenerational wealth transfer, governance, and addressing non-financial family matters. Their intended clients are families looking to manage their wealth while maintaining strong familial relationships and values. The company advocates for a holistic approach that prioritizes family unity over traditional financial concerns.Explore more
CA Cole & Associates's Social MediaPopular SearchesCA Cole & AssociatesCole & AssociatesSIC Code 62,628NAICS Code 52,523Show more

CA Cole & Associates Org Chart

PhoneEmail
BR
Canada flag for contact location.

Manager, Accounting

PhoneEmail

PhoneEmail
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Compare Similar Companies to CA Cole & Associates

Compare insights from companies similar to CA Cole & Associates, 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

CA Cole & Associates

$6.6M
1-10
Private
-
2020
BR
Brooke RohatynManager, Accounting
$6M
11-50
Private
-
2007
<$5M
11-50
Private
-
1998
SY
Sam YounèsPresident & CEO
<$5M
1-10
Private
-
2004
Pd
Paul de SousaWealth Management, Sales & Development Head
<$5M
1-10
Private
-
2015
N/A
<$5M
11-50
Private
-
-
AK
Ajay KhuranaFounder & CEO
<$5M
1-10
Private
-
1996
AA
Adriana ArrillagaCEO & Portfolio Manager
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

CA Cole & Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

CA Cole & Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CA Cole & Associates.

CA Cole & Associates Tech Stack

A closer look at the technologies used by CA Cole & Associates

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Frequently Asked Questions Regarding CA Cole & Associates

What is CA Cole & Associates's official website?
CA Cole & Associates's official website is www.coleandassociates.ca
What is CA Cole & Associates's Revenue?
CA Cole & Associates's revenue is $6.6 Million
What is CA Cole & Associates's SIC code?
CA Cole & Associates's SIC: 62,628
What is CA Cole & Associates's NAICS code?
CA Cole & Associates's NAICS: 52,523
How many employees does CA Cole & Associates have?
CA Cole & Associates has 1-10 employees
What industry does CA Cole & Associates belong to?
CA Cole & Associates is in the industry of: Finance, Securities Trading
What is CA Cole & Associates competition?
CA Cole & Associates top competitors include: Wakabayashi Capital, McKinley Global Advisors, Bcv Asset Management, Sightline Wealth Management
What technology does CA Cole & Associates use?
Some of the popular technologies that CA Cole & Associates uses are: WordPress.org, reCAPTCHA, PHP, Microsoft 365
How do I contact CA Cole & Associates?
CA Cole & Associates contact info: Phone number: (416) 708-3065 Website: www.coleandassociates.ca
What does CA Cole & Associates do?

Cole & Associates offers Family Office Wealth Strategy services, focusing on the unique dynamics and needs within families. They emphasize the importance of intergenerational wealth transfer, governance, and addressing non-financial family matters. Their intended clients are families looking to manage their wealth while maintaining strong familial... relationships and values. The company advocates for a holistic approach that prioritizes family unity over traditional financial concerns.Read More

What are CA Cole & Associates social media links?
CA Cole & Associates Linkedin page
Is CA Cole & Associates a public company?
CA Cole & Associates is private company therefore does not currently have an official ticker symbol
See more information about CA Cole & Associates

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