Carmichael Financial

Finance · New Jersey, United States · 11-50 Employees

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Overview

Headquarters

21 Tennent Ave, Englishtown, New Jersey,...

Phone Number

(732) 792-0698

Revenue

$8.3 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Carmichael Financial

For more than 21 years, we have striven to be a recognized leader in the wealth management industry for providing valued Financial Planning and Investment Advisory services. To that end, we are continually on the lookout for ways to improve the services we offer and the value we provide. As a result, we conducted comprehensive research on industry partners whose culture and resources more closely align with our Independent Wealth Management Model. We believe we found the right combination with SagePoint Financial®.Explore more
Carmichael Financial's Social MediaPopular SearchesCarmichael Financial LLCCarmichael FinancialCarmichael Financial AdvisorsCarmichael Financial Management LLCCarmichael Enterprises LLCSIC Code 62,628NAICS Code 52,523Show more

Carmichael Financial Org Chart

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Manager, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Carmichael Financial

$8.3M
11-50
Private
-
2013
HW
Holly WarnerManager, Operations
<$5M
11-50
Private
-
1979
KB
Kody BudingerExecutive Associate
<$5M
1-10
Private
-
2000
EB
Erin BrettClient & Notary Relationship Manager
<$5M
11-50
Private
-
2016
SZ
Samuel ZoskeDirector, Mergers & Acquisitions
<$5M
11-50
Private
<$5M
2011
AM
April MasteyPresident & CEO
<$5M
1-10
Private
-
2019
CW
Crystal WintersFinancial Planning Assistant
<$5M
1-10
Private
-
2010
BD
Blake DorvillierWealth Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Carmichael Financial Tech Stack

A closer look at the technologies used by Carmichael Financial

Carmichael Financial News & Media

  • LPL Welcomes Financial Advisor Michael Carmichael

    SAN DIEGO, March 03, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisor Michael Carmichael, RFC®, CRPS®, founder of Carmichael Financial, has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately $190 million in advisory, brokerage and retirement plan assets* and joins LPL from Osaic.
Read more news

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Frequently Asked Questions Regarding Carmichael Financial

What is Carmichael Financial's official website?
Carmichael Financial's official website is www.carmichaelfinancial.net
What is Carmichael Financial's Revenue?
Carmichael Financial's revenue is $8.3 Million
What is Carmichael Financial's SIC code?
Carmichael Financial's SIC: 62,628
What is Carmichael Financial's NAICS code?
Carmichael Financial's NAICS: 52,523
How many employees does Carmichael Financial have?
Carmichael Financial has 11-50 employees
What industry does Carmichael Financial belong to?
Carmichael Financial is in the industry of: Finance, Securities Trading
What is Carmichael Financial competition?
Carmichael Financial top competitors include: Mastey Financial Group, Progressive Financial Concepts, Phase 3 Advisory Services, Symbio Financial Partners
What technology does Carmichael Financial use?
Some of the popular technologies that Carmichael Financial uses are: Cloudflare Website Optimization, Google Font API, Google Tag Manager, GoDaddy DNS
How do I contact Carmichael Financial?
Carmichael Financial contact info: Phone number: (732) 792-0698 Website: www.carmichaelfinancial.net
What does Carmichael Financial do?

For more than 21 years, we have striven to be a recognized leader in the wealth management industry for providing valued Financial Planning and Investment Advisory services. To that end, we are continually on the lookout for ways to improve the services we offer and the value we provide. As a result, we conducted comprehensive research on industry... partners whose culture and resources more closely align with our Independent Wealth Management Model. We believe we found the right combination with SagePoint Financial®.Read More

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

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