Clute Wealth Management

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

152 Tom Miller Rd, Plattsburgh, New York...

Phone Number

(518) 561-5707

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Clute Wealth Management

Clute Wealth Management specializes in personalized financial planning and investment strategies aimed at assisting women in transition and their families in navigating their financial futures. The firm offers services such as financial planning, investment management, and educational resources to empower clients. Their target clients include individuals, retirees, families, young professionals, and business owners. Clute Wealth Management is committed to providing tailored counsel that adapts to the evolving needs of their clients.Explore more
Clute Wealth Management's Social MediaPopular SearchesClute Wealth Management LLCClute Wealth ManagementClute Wealth Management isHeidi CluteHeidi G CluteSIC Code 62,628NAICS Code 52,523Show more

Clute Wealth Management Org Chart

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Client Relationship Manager

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Office Manager

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Team Member

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Partner

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Trading Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Clute Wealth Management

<$5M
1-10
Private
-
1984
DC
Darian CareyClient Relationship Manager
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
1-10
Private
-
-
AM
Annette MachemehlAdvisor Support Specialist
<$5M
1-10
Private
-
2011
KC
Keri CruzDirector of Impressions, Administrative Assistant
<$5M
1-10
Private
-
2016
JO
Joshua OttoFinancial Advisor
<$5M
1-10
Private
-
2012
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Clute Wealth Management Tech Stack

A closer look at the technologies used by Clute Wealth Management

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Frequently Asked Questions Regarding Clute Wealth Management

What is Clute Wealth Management's official website?
Clute Wealth Management's official website is www.clutewealthmanagement.com
What is Clute Wealth Management's Revenue?
Clute Wealth Management's revenue is <$5 Million
What is Clute Wealth Management's SIC code?
Clute Wealth Management's SIC: 62,628
What is Clute Wealth Management's NAICS code?
Clute Wealth Management's NAICS: 52,523
How many employees does Clute Wealth Management have?
Clute Wealth Management has 1-10 employees
What industry does Clute Wealth Management belong to?
Clute Wealth Management is in the industry of: Finance, Securities Trading
What is Clute Wealth Management competition?
Clute Wealth Management top competitors include: Sterling Total Wealth Solutions, Core Wealth Management, Covenant Wealth Advisors, Bay Harbor Wealth Management
What technology does Clute Wealth Management use?
Some of the popular technologies that Clute Wealth Management uses are: Google Universal Analytics, F5 Silverline DDoS Protection, Proofpoint, HubSpot
How do I contact Clute Wealth Management?
Clute Wealth Management contact info: Phone number: (518) 561-5707 Website: www.clutewealthmanagement.com
What does Clute Wealth Management do?

Clute Wealth Management specializes in personalized financial planning and investment strategies aimed at assisting women in transition and their families in navigating their financial futures. The firm offers services such as financial planning, investment management, and educational resources to empower clients. Their target clients include indiv... iduals, retirees, families, young professionals, and business owners. Clute Wealth Management is committed to providing tailored counsel that adapts to the evolving needs of their clients.Read More

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

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