Colter Dennis

Finance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

44 Milton Ave, Alpharetta, Georgia, 3000...

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
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Aug
ZI Rank
1
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1

About Colter Dennis

Colter Dennis is a family-owned business that emphasizes trust and results, focusing on preserving family legacies while fostering future growth. They offer a range of services including company valuations, financial planning, and life insurance audits, aimed at helping clients navigate challenges and seize opportunities. Their product portfolio features life and disability insurance, annuities, and fee-based wealth management, all delivered through a commitment to ethical standards and a strong work ethic. The company is dedicated to providing the highest level of service to clients, ensuring their financial goals are met with integrity.Explore more
Colter Dennis's Social MediaPopular SearchesColter DennisColter-Dennis Wealth Advisory & PlanningSIC Code 62,628NAICS Code 52,523Show more

Colter Dennis Org Chart

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Owner and Principal

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Colter Dennis

<$5M
1-10
Private
-
2018
AD
Allix DennisOwner and Principal
$5.2M
11-50
Private
-
1989
AB
Alice BaboushkinSupervisor, Client Service
<$5M
11-50
Private
-
1990
JS
John SchlatterFounder & CEO
<$5M
1-10
Private
-
2022
Michael Sharber, Manager Partner, Wealth Advisor at Polaris Private Wealth
Michael SharberManager Partner, Wealth Advisor
<$5M
1-10
Private
-
2005
JB
Joel BalliManager, Customer Experience
<$5M
1-10
Private
-
-
AB
Adam BosiljevacFixed Insurance Services Provider
<$5M
1-10
Private
-
2015
JG
Jodi GambiniFinancial Planning Specialist
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

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High Activity

Activity Insights

Colter Dennis is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Colter Dennis Tech Stack

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Frequently Asked Questions Regarding Colter Dennis

What is Colter Dennis's official website?
Colter Dennis's official website is www.colterdennis.com
What is Colter Dennis's Revenue?
Colter Dennis's revenue is <$5 Million
What is Colter Dennis's SIC code?
Colter Dennis's SIC: 62,628
What is Colter Dennis's NAICS code?
Colter Dennis's NAICS: 52,523
How many employees does Colter Dennis have?
Colter Dennis has 1-10 employees
What industry does Colter Dennis belong to?
Colter Dennis is in the industry of: Finance, Insurance, Securities Trading
What is Colter Dennis competition?
Colter Dennis top competitors include: Pinnacle Wealth Management, Polaris Private Wealth, Perpetual Lifestyle Planning, Salient Wealth Planning Group
What technology does Colter Dennis use?
Some of the popular technologies that Colter Dennis uses are: WooCommerce, WordPress.org, PHP, Google Cloud Web Serving
What does Colter Dennis do?

Colter Dennis is a family-owned business that emphasizes trust and results, focusing on preserving family legacies while fostering future growth. They offer a range of services including company valuations, financial planning, and life insurance audits, aimed at helping clients navigate challenges and seize opportunities. Their product portfolio fe... atures life and disability insurance, annuities, and fee-based wealth management, all delivered through a commitment to ethical standards and a strong work ethic. The company is dedicated to providing the highest level of service to clients, ensuring their financial goals are met with integrity.Read More

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

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