Comal Wealth

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

2967 Oak Run Pkwy Ste 505 11, New Braunf...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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1

About Comal Wealth

Comal Wealth Management is a fee-only fiduciary financial advisory firm based in New Braunfels, TX, specializing in helping clients approaching retirement or already retired. They provide personalized financial planning, investment management, and timely financial advice to assist clients in achieving sustained financial freedom and making work optional. Their typical clients have saved over $1,000,000 and seek actionable financial life plans to enhance their retirement experience. The firm emphasizes a collaborative approach, guiding clients through their unique financial journeys while addressing their specific goals and concerns.Explore more
Comal Wealth's Social MediaPopular SearchesComal WealthComal Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Comal Wealth Org Chart

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BH
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Comal Wealth

<$5M
1-10
Private
-
2020
BH
Benjamin HooperFinancial Advisor
$8.6M
11-50
Private
-
2010
MP
Mindy ParsonsManager, Client Services
<$5M
11-50
Private
<$5M
2008
LH
Larry HarveyFounder & CEO
<$5M
1-10
Private
-
2013
BK
Brian KragtDirector, Operations
<$5M
1-10
Private
<$5M
-
Gary Hokin, President at Hokin Investment Advisors
Gary HokinPresident
<$5M
1-10
Private
-
2015
LB
Lester BotkinCEO & Financial Advisor
<$5M
1-10
Private
-
2014
Mark Alcorn, President & Wealth Advisor at Diversified Wealth Management Solutions
Mark AlcornPresident & Wealth Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Comal Wealth Tech Stack

A closer look at the technologies used by Comal Wealth

Top Finance Companies

Frequently Asked Questions Regarding Comal Wealth

What is Comal Wealth's official website?
Comal Wealth's official website is www.comalwealth.com
What is Comal Wealth's Revenue?
Comal Wealth's revenue is <$5 Million
What is Comal Wealth's SIC code?
Comal Wealth's SIC: 62,628
What is Comal Wealth's NAICS code?
Comal Wealth's NAICS: 52,523
How many employees does Comal Wealth have?
Comal Wealth has 1-10 employees
What industry does Comal Wealth belong to?
Comal Wealth is in the industry of: Finance, Securities Trading
What is Comal Wealth competition?
Comal Wealth top competitors include: Hokin Investment Advisors, HFG Wealth Management, Sterling Total Wealth Solutions, Botkin Family Wealth Management
What technology does Comal Wealth use?
Some of the popular technologies that Comal Wealth uses are: Cloudflare CDN, Microsoft 365, Spreaker Widget, Google Tag Manager
What does Comal Wealth do?

Comal Wealth Management is a fee-only fiduciary financial advisory firm based in New Braunfels, TX, specializing in helping clients approaching retirement or already retired. They provide personalized financial planning, investment management, and timely financial advice to assist clients in achieving sustained financial freedom and making work opt... ional. Their typical clients have saved over $1,000,000 and seek actionable financial life plans to enhance their retirement experience. The firm emphasizes a collaborative approach, guiding clients through their unique financial journeys while addressing their specific goals and concerns.Read More

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

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