Chieco Capital Management

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

PO Box 779, Glastonbury, Connecticut, 06...

Phone Number

(860) 657-9010

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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About Chieco Capital Management

Chieco Capital Management, LLC is an independent, fee-only financial planning and wealth management firm dedicated to assisting individuals and families in achieving their financial goals through tailored strategies. The firm emphasizes optimal tax-advantaged planning across various life events, including retirement, education, and estate planning. Acting in a fiduciary capacity, they prioritize their clients' best interests without receiving commissions for specific financial product recommendations. Their collaborative approach ensures that financial plans reflect clients' lifestyle goals, risk attitudes, and investment time horizons.Explore more
Popular SearchesChieco Capital Management LLCChieco Capital ManagementSIC Code 62,628NAICS Code 52,523Show more

Chieco Capital Management Org Chart

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Compare insights from companies similar to Chieco Capital Management, 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

Chieco Capital Management

<$5M
1-10
Private
-
2009
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2003
BS
Bobby SopherDirector, Financial Planning Strategy & Lead Advisor
<$5M
1-10
Private
-
1989
<$5M
1-10
Private
-
2012
Paul Holjes, Manager, Wealth & Founder at Peak Mountain Advisors
Paul HoljesManager, Wealth & Founder
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
SB
Shelby BuckAdministrative Assistant, Marketing
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Company Profile Activity

i

Among all Finance companies

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Activity Insights

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

What does this means?

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

Chieco Capital Management Tech Stack

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Frequently Asked Questions Regarding Chieco Capital Management

What is Chieco Capital Management's official website?
Chieco Capital Management's official website is www.chiecocapital.com
What is Chieco Capital Management's Revenue?
Chieco Capital Management's revenue is <$5 Million
What is Chieco Capital Management's SIC code?
Chieco Capital Management's SIC: 62,628
What is Chieco Capital Management's NAICS code?
Chieco Capital Management's NAICS: 52,523
How many employees does Chieco Capital Management have?
Chieco Capital Management has 1-10 employees
What industry does Chieco Capital Management belong to?
Chieco Capital Management is in the industry of: Finance, Securities Trading
What is Chieco Capital Management competition?
Chieco Capital Management top competitors include: Legacy Planning Alliance, Peak Mountain Advisors, Sopher Financial Group, EJS Wealth Management
What technology does Chieco Capital Management use?
Some of the popular technologies that Chieco Capital Management uses are: Cloudflare Website Optimization, Cloudflare CDN, Google Font API, Google Tag Manager
How do I contact Chieco Capital Management?
Chieco Capital Management contact info: Phone number: (860) 657-9010 Website: www.chiecocapital.com
What does Chieco Capital Management do?

Chieco Capital Management, LLC is an independent, fee-only financial planning and wealth management firm dedicated to assisting individuals and families in achieving their financial goals through tailored strategies. The firm emphasizes optimal tax-advantaged planning across various life events, including retirement, education, and estate planning.... Acting in a fiduciary capacity, they prioritize their clients' best interests without receiving commissions for specific financial product recommendations. Their collaborative approach ensures that financial plans reflect clients' lifestyle goals, risk attitudes, and investment time horizons.Read More

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

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