Collective Advisors

Finance · Texas, United States · 11-50 Employees

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Overview

Headquarters

3006 Bee Caves Rd Ste A200, Austin, Texa...

Phone Number

(512) 467-1923

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
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1

About Collective Advisors

Collective Advisors is a financial advisory firm based in Austin, TX, specializing in wealth management, financial planning, and retirement planning services. They aim to help clients from various backgrounds define and pursue their vision of true wealth, offering personalized strategies for investment management and retirement planning. Their services cater to young professionals, individuals preparing for retirement, and those already retired, ensuring that clients stay on track with their financial goals. The firm positions itself as a coach and advocate, guiding clients through the complexities of financial planning and helping them maintain their achieved wealth.Explore more
Collective Advisors's Social MediaPopular SearchesCollective AdvisorsCollective Advisors Austin LLCSIC Code 62,628NAICS Code 52,523Show more

Collective Advisors Org Chart

PhoneEmail
LC
United States flag for contact location.

Manager, Operations

PhoneEmail
LH
United States flag for contact location.

Manager, Operations

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Collective Advisors

<$5M
11-50
Private
-
2020
LC
Lovess CainManager, Operations
$5M
1-10
Private
-
1969
JM
Jarica MeikleManager, Client Services
<$5M
1-10
Private
-
2006
N/A
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
1992
KL
Keira LawsonVice President, Finance
<$5M
11-50
Private
-
1980
JH
Joan HolmesManager, Operations
<$5M
1-10
Private
-
2017
PK
Paul KiernanManager, Operations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Collective Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Collective Advisors Tech Stack

A closer look at the technologies used by Collective Advisors

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Frequently Asked Questions Regarding Collective Advisors

What is Collective Advisors's official website?
Collective Advisors's official website is www.collectiveadvisors.com
What is Collective Advisors's Revenue?
Collective Advisors's revenue is <$5 Million
What is Collective Advisors's SIC code?
Collective Advisors's SIC: 62,628
What is Collective Advisors's NAICS code?
Collective Advisors's NAICS: 52,523
How many employees does Collective Advisors have?
Collective Advisors has 11-50 employees
What industry does Collective Advisors belong to?
Collective Advisors is in the industry of: Finance, Securities Trading
What is Collective Advisors competition?
Collective Advisors top competitors include: Applied Financial Planning, Meikle Financial Group, Gold Family Wealth, Heritage Financial
What technology does Collective Advisors use?
Some of the popular technologies that Collective Advisors uses are: WooCommerce, WordPress.org, Cloudflare Website Optimization, Proofpoint
How do I contact Collective Advisors?
Collective Advisors contact info: Phone number: (512) 467-1923 Website: www.collectiveadvisors.com
What does Collective Advisors do?

Collective Advisors is a financial advisory firm based in Austin, TX, specializing in wealth management, financial planning, and retirement planning services. They aim to help clients from various backgrounds define and pursue their vision of true wealth, offering personalized strategies for investment management and retirement planning. Their serv... ices cater to young professionals, individuals preparing for retirement, and those already retired, ensuring that clients stay on track with their financial goals. The firm positions itself as a coach and advocate, guiding clients through the complexities of financial planning and helping them maintain their achieved wealth.Read More

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

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