Candor Wealth Management

Finance · Texas, United States · 11-50 Employees

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Overview

Headquarters

5220 Spring Valley Rd Ste 505, Dallas, T...

Phone Number

(214) 420-9997

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Candor Wealth Management

Candor Wealth Management specializes in providing personalized retirement planning and investment management services to residents of the Dallas/Fort Worth area. Led by Markus Byrd CFS, the firm focuses on maximizing investment growth while ensuring asset protection through tailored strategies. They also offer advice on long-term care plans, emphasizing a client-centered approach that prioritizes individual needs over generic solutions. Clients appreciate the hands-on, one-on-one service that distinguishes Candor from larger financial corporations.Explore more
Popular SearchesCandor Wealth ManagementCandor Wealth Management - Markus Byrd CFSCandor Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Candor Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Candor Wealth Management

<$5M
11-50
Private
-
2022
CD
Chandra DeckerOffice Manager
$56.6M
11-50
Private
-
1975
DV
Dan VigoritoChief Financial Officer
$6.2M
11-50
Private
-
2006
JB
Jessica BalkmanManager, Operations
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1986
N/A
<$5M
1-10
Private
-
2000
Joshua Pitcl, President at Enterprise Pensions
Joshua PitclPresident
<$5M
1-10
Private
-
1991
ES
Eric SundinChief Technology Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Candor Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Candor Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Candor Wealth Management.

Candor Wealth Management Tech Stack

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Frequently Asked Questions Regarding Candor Wealth Management

What is Candor Wealth Management's official website?
Candor Wealth Management's official website is www.candorwm.com
What is Candor Wealth Management's Revenue?
Candor Wealth Management's revenue is <$5 Million
What is Candor Wealth Management's SIC code?
Candor Wealth Management's SIC: 62,628
What is Candor Wealth Management's NAICS code?
Candor Wealth Management's NAICS: 52,523
How many employees does Candor Wealth Management have?
Candor Wealth Management has 11-50 employees
What industry does Candor Wealth Management belong to?
Candor Wealth Management is in the industry of: Finance, Securities Trading
What is Candor Wealth Management competition?
Candor Wealth Management top competitors include: Enterprise Pensions, TrueNorth Retirement Services, Whitfield Retirement Services, Choy
What technology does Candor Wealth Management use?
Some of the popular technologies that Candor Wealth Management uses are: WordPress.org, reCAPTCHA, PHP, Google Font API
How do I contact Candor Wealth Management?
Candor Wealth Management contact info: Phone number: (214) 420-9997 Website: www.candorwm.com
What does Candor Wealth Management do?

Candor Wealth Management specializes in providing personalized retirement planning and investment management services to residents of the Dallas/Fort Worth area. Led by Markus Byrd CFS, the firm focuses on maximizing investment growth while ensuring asset protection through tailored strategies. They also offer advice on long-term care plans, emphas... izing a client-centered approach that prioritizes individual needs over generic solutions. Clients appreciate the hands-on, one-on-one service that distinguishes Candor from larger financial corporations.Read More

Is Candor Wealth Management a public company?
Candor Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Candor Wealth Management

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