Clipper Wealth Management

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

16170 Jones Maltsberger Rd Ste 102, San ...

Phone Number

(210) 491-2319

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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May
Jun
ZI Rank
1
1
1
1
1
1

About Clipper Wealth Management

Scott Cash Thompson, CFP, offers personalized wealth management services, focusing on creating tailored financial strategies for clients. With a commitment to trust, honesty, and integrity, the firm provides lifelong financial guidance to help clients navigate life transitions and achieve their financial goals. The company serves a diverse clientele, including individuals planning for retirement and those seeking investment advice. Their comprehensive approach includes a three-step process of assessment, strategy development, and ongoing management to ensure clients' needs are met.Explore more
Clipper Wealth Management's Social MediaPopular SearchesClipper Wealth ManagementClipper Wealth Management LLCClipper Wealth Financial LLCSIC Code 62,628NAICS Code 52,523Show more

Clipper Wealth Management Org Chart

PhoneEmail
ST
United States flag for contact location.

Certified Financial Planner & Owner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Clipper Wealth Management

<$5M
1-10
Private
-
2008
ST
Scott ThompsonCertified Financial Planner & Owner
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2010
JR
Jarrod RutledgeFounding Partner
<$5M
1-10
Private
-
-
BO
Bruce OlmsteadFinancial Planner
<$5M
1-10
Private
-
-
CS
Cheryl SmithOffice Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Clipper Wealth Management Tech Stack

A closer look at the technologies used by Clipper Wealth Management

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Frequently Asked Questions Regarding Clipper Wealth Management

What is Clipper Wealth Management's official website?
Clipper Wealth Management's official website is www.clipperwealth.com
What is Clipper Wealth Management's Revenue?
Clipper Wealth Management's revenue is <$5 Million
What is Clipper Wealth Management's SIC code?
Clipper Wealth Management's SIC: 62,628
What is Clipper Wealth Management's NAICS code?
Clipper Wealth Management's NAICS: 52,523
How many employees does Clipper Wealth Management have?
Clipper Wealth Management has 1-10 employees
What industry does Clipper Wealth Management belong to?
Clipper Wealth Management is in the industry of: Finance, Securities Trading
What is Clipper Wealth Management competition?
Clipper Wealth Management top competitors include: JLB Wealth Management Group, Stevens & Ault Financial Services, Provident Wealth Management Group, MacDonald Financial Services
What technology does Clipper Wealth Management use?
Some of the popular technologies that Clipper Wealth Management uses are: Cloudflare Website Optimization, Proofpoint, Google Tag Manager, GoDaddy DNS
How do I contact Clipper Wealth Management?
Clipper Wealth Management contact info: Phone number: (210) 491-2319 Website: www.clipperwealth.com
What does Clipper Wealth Management do?

Scott Cash Thompson, CFP, offers personalized wealth management services, focusing on creating tailored financial strategies for clients. With a commitment to trust, honesty, and integrity, the firm provides lifelong financial guidance to help clients navigate life transitions and achieve their financial goals. The company serves a diverse clientel... e, including individuals planning for retirement and those seeking investment advice. Their comprehensive approach includes a three-step process of assessment, strategy development, and ongoing management to ensure clients' needs are met.Read More

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

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