Clearbridge Wealth Management

Finance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

7000 Central Pkwy Ste 1760, Atlanta, Geo...

Phone Number

(770) 350-9605

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Clearbridge Wealth Management

ClearBridge Wealth Management, now merged with Merit Financial Advisors, provides comprehensive investment and wealth management services, distinguished by its ethical standards and commitment to client service. The firm specializes in helping successful individuals, families, and business owners develop personalized financial plans to achieve long-term wealth creation. Its focus on delivering objective financial advice and fostering long-term relationships targets those in retirement and nearing retirement. The company utilizes innovative tools and resources to enhance financial education and promote a robust financial strategy for its clients.Explore more
Clearbridge Wealth Management's Social MediaPopular SearchesClearBridge Wealth ManagementincClearBridge Data IncClearBridge Data IncClearBridge Wealth Management 133Clearbridge Wealth Management IncSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Clearbridge Wealth Manage...

<$5M
1-10
Private
-
2007
N/A
$6.6M
11-50
Private
-
2014
DH
David HackworthyChief Investment Officer & Portfolio Manager
<$5M
1-10
Private
-
2014
MS
Molly SullivanClient Service Coordinator
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1994
AG
Anthony GennaouiManaging Principal
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Clearbridge Wealth Management Tech Stack

A closer look at the technologies used by Clearbridge Wealth Management

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Frequently Asked Questions Regarding Clearbridge Wealth Management

What is Clearbridge Wealth Management's official website?
Clearbridge Wealth Management's official website is www.clearbridgewealth.com
What is Clearbridge Wealth Management's Revenue?
Clearbridge Wealth Management's revenue is <$5 Million
What is Clearbridge Wealth Management's SIC code?
Clearbridge Wealth Management's SIC: 62,628
What is Clearbridge Wealth Management's NAICS code?
Clearbridge Wealth Management's NAICS: 52,523
How many employees does Clearbridge Wealth Management have?
Clearbridge Wealth Management has 1-10 employees
What industry does Clearbridge Wealth Management belong to?
Clearbridge Wealth Management is in the industry of: Finance, Securities Trading
What is Clearbridge Wealth Management competition?
Clearbridge Wealth Management top competitors include: Focus Financial Network, Poulos Advisors, Selkirk Wealth Advisors, Stockade Wealth Management
What technology does Clearbridge Wealth Management use?
Some of the popular technologies that Clearbridge Wealth Management uses are: Proofpoint, Microsoft 365, GoDaddy DNS, Amazon Web Hosting
How do I contact Clearbridge Wealth Management?
Clearbridge Wealth Management contact info: Phone number: (770) 350-9605 Website: www.clearbridgewealth.com
What does Clearbridge Wealth Management do?

ClearBridge Wealth Management, now merged with Merit Financial Advisors, provides comprehensive investment and wealth management services, distinguished by its ethical standards and commitment to client service. The firm specializes in helping successful individuals, families, and business owners develop personalized financial plans to achieve long... -term wealth creation. Its focus on delivering objective financial advice and fostering long-term relationships targets those in retirement and nearing retirement. The company utilizes innovative tools and resources to enhance financial education and promote a robust financial strategy for its clients.Read More

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

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