Canopy Roads Advisors

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

3320 Thomasville Rd Ste 301, Tallahassee...

Phone Number

(850) 383-1800

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Jan
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Jun
ZI Rank
1
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About Canopy Roads Advisors

Canopy Roads Advisors is a financial advisory firm dedicated to helping individuals, families, and businesses achieve their financial goals. They offer tailored financial planning services, investment advice, and guidance backed by the expertise of a recognized financial services company. Their clients include individuals planning for education, retirement, and legacy, as well as business owners seeking stable financial partnerships. The firm emphasizes collaboration with other financial professionals to ensure comprehensive support for their clients.Explore more
Popular SearchesCanopy Roads AdvisorsSIC Code 62,628NAICS Code 52,523Show more

Canopy Roads Advisors Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Canopy Roads Advisors

<$5M
1-10
Private
-
-
AP
Amy PerrinBranch Manager
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
<$5M
1-10
Private
-
2018
FJ
Frank JolleyCo-Chief Investment Officer
<$5M
1-10
Private
-
2010
LH
Lisa HodusVice President, Private Wealth Supervision Manager
<$5M
1-10
Private
-
2017
N/A
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Company Profile Activity

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Low Activity

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Activity Insights

Canopy Roads Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Canopy Roads Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Canopy Roads Advisors.

Canopy Roads Advisors Tech Stack

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Frequently Asked Questions Regarding Canopy Roads Advisors

What is Canopy Roads Advisors's official website?
Canopy Roads Advisors's official website is www.canopyroadsadvisors.com
What is Canopy Roads Advisors's Revenue?
Canopy Roads Advisors's revenue is <$5 Million
What is Canopy Roads Advisors's SIC code?
Canopy Roads Advisors's SIC: 62,628
What is Canopy Roads Advisors's NAICS code?
Canopy Roads Advisors's NAICS: 52,523
How many employees does Canopy Roads Advisors have?
Canopy Roads Advisors has 1-10 employees
What industry does Canopy Roads Advisors belong to?
Canopy Roads Advisors is in the industry of: Finance, Insurance, Securities Trading
What is Canopy Roads Advisors competition?
Canopy Roads Advisors top competitors include: Dowd Financial Group, Live Oak Private Wealth, Richard Jones, Fleurus Investment Advisory
What technology does Canopy Roads Advisors use?
Some of the popular technologies that Canopy Roads Advisors uses are: reCAPTCHA, Cloudflare Website Optimization, Google Tag Manager
How do I contact Canopy Roads Advisors?
Canopy Roads Advisors contact info: Phone number: (850) 383-1800 Website: www.canopyroadsadvisors.com
What does Canopy Roads Advisors do?

Canopy Roads Advisors is a financial advisory firm dedicated to helping individuals, families, and businesses achieve their financial goals. They offer tailored financial planning services, investment advice, and guidance backed by the expertise of a recognized financial services company. Their clients include individuals planning for education, re... tirement, and legacy, as well as business owners seeking stable financial partnerships. The firm emphasizes collaboration with other financial professionals to ensure comprehensive support for their clients.Read More

Is Canopy Roads Advisors a public company?
Canopy Roads Advisors is private company therefore does not currently have an official ticker symbol
See more information about Canopy Roads Advisors

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