Cobalt Unlimited

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

10055 Slater Ave Ste 260, Fountain Valle...

Phone Number

(714) 893-5400

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Cobalt Unlimited

Cobalt Unlimited is a financial advisory firm located in Fountain Valley, California, specializing in providing tailored financial planning services to pre-retirees and retirees in Huntington Beach, Fountain Valley, and Orange County. The firm focuses on helping clients manage their IRA's, 401ks, and overall financial accounts to achieve a work-optional lifestyle and financial independence. Cobalt Unlimited aims to simplify clients' financial lives by organizing their financial information into an easy-to-understand format, adapting to their evolving needs. The company also offers resources such as risk assessments and market commentary to keep clients informed and engaged.Explore more
Cobalt Unlimited's Social MediaPopular SearchesCobalt UnlimitedThane McCreadyMcCready Financial GroupSIC Code 62,628NAICS Code 52,523Show more

Cobalt Unlimited Org Chart

PhoneEmail
MM
United States flag for contact location.

Registered Administrative Associate

PhoneEmail
TM
United States flag for contact location.

Certified Financial, Lpl Regisered Princiapal...

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Revenue

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Founded In

Top Executive

Cobalt Unlimited

<$5M
1-10
Private
-
2006
MM
Melanie McCreadyRegistered Administrative Associate
$19.4M
11-50
Private
-
-
N/A
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2014
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Brooke SandlinClient Support Specialist
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-
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1-10
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-
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1-10
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<$5M
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2018
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Cobalt Unlimited is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Cobalt Unlimited Tech Stack

A closer look at the technologies used by Cobalt Unlimited

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Frequently Asked Questions Regarding Cobalt Unlimited

What is Cobalt Unlimited's official website?
Cobalt Unlimited's official website is www.cobaltunlimitedfv.com
What is Cobalt Unlimited's Revenue?
Cobalt Unlimited's revenue is <$5 Million
What is Cobalt Unlimited's SIC code?
Cobalt Unlimited's SIC: 62,628
What is Cobalt Unlimited's NAICS code?
Cobalt Unlimited's NAICS: 52,523
How many employees does Cobalt Unlimited have?
Cobalt Unlimited has 1-10 employees
What industry does Cobalt Unlimited belong to?
Cobalt Unlimited is in the industry of: Finance, Securities Trading
What is Cobalt Unlimited competition?
Cobalt Unlimited top competitors include: tclwm.com, InFocus Financial Strategies, Anthony Przechera, Cornerstone Wealth Management Group
What technology does Cobalt Unlimited use?
Some of the popular technologies that Cobalt Unlimited uses are: Cloudflare Website Optimization, Proofpoint, Datadog, Microsoft 365
How do I contact Cobalt Unlimited?
Cobalt Unlimited contact info: Phone number: (714) 893-5400 Website: www.cobaltunlimitedfv.com
What does Cobalt Unlimited do?

Cobalt Unlimited is a financial advisory firm located in Fountain Valley, California, specializing in providing tailored financial planning services to pre-retirees and retirees in Huntington Beach, Fountain Valley, and Orange County. The firm focuses on helping clients manage their IRA's, 401ks, and overall financial accounts to achieve a work-opt... ional lifestyle and financial independence. Cobalt Unlimited aims to simplify clients' financial lives by organizing their financial information into an easy-to-understand format, adapting to their evolving needs. The company also offers resources such as risk assessments and market commentary to keep clients informed and engaged.Read More

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

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