Concierge For Advisors

Business Services · Arizona, United States · 11-50 Employees

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Overview

Headquarters

9393 N 90th St Ste 102 548, Scottsdale, ...

Phone Number

(877) 474-2343

Revenue

<$5 Million

Industry

Business Services Project Management
ZI Rank: 1
Signal Type
Dec
Jan
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May
ZI Rank
1
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1
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1

About Concierge For Advisors

At Concierge for Advisors, our commitment to you is our trademark. We strive to be the first call you make, no matter what you are trying to accomplish. Our team has the resources, solutions, and connections you need to thrive in your industry.Explore more
Concierge For Advisors's Social MediaPopular SearchesConcierge for AdvisorsAdvisors IncSIC Code 87,874NAICS Code 54,541Show more

Concierge For Advisors Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Concierge For Advisors

<$5M
11-50
Private
-
-
<$5M
11-50
Private
-
2020
Roger Leibowitz, Chief Financial Officer & Senior VP at Cabot Lodge Securities
Roger LeibowitzChief Financial Officer & Senior VP
<$5M
1-10
Private
-
1990
RC
Roni CarlsonAdministrative Assistant
<$5M
1-10
Private
-
2018
PL
Peter LeeCEO & Senior Wealth Advisor
<$5M
11-50
Private
-
2009
LG
Lore GordonManaging Director, Registered Principal
<$5M
1-10
Private
-
-
GP
Garry PakozdyPresident & CEO
<$5M
1-10
Private
-
-
TL
Terra LeoTeam Member
Illustration of an envelope

Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Concierge For Advisors is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Concierge For Advisors is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Concierge For Advisors.

Concierge For Advisors Tech Stack

A closer look at the technologies used by Concierge For Advisors

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Frequently Asked Questions Regarding Concierge For Advisors

What is Concierge For Advisors's official website?
Concierge For Advisors's official website is www.conciergeforadvisors.com
What is Concierge For Advisors's Revenue?
Concierge For Advisors's revenue is <$5 Million
What is Concierge For Advisors's SIC code?
Concierge For Advisors's SIC: 87,874
What is Concierge For Advisors's NAICS code?
Concierge For Advisors's NAICS: 54,541
How many employees does Concierge For Advisors have?
Concierge For Advisors has 11-50 employees
What industry does Concierge For Advisors belong to?
Concierge For Advisors is in the industry of: Business Services, Project Management
What is Concierge For Advisors competition?
Concierge For Advisors top competitors include: Inflection Wealth Management, Cabot Lodge Securities, RMR Wealth Management, Lindblad Financial Group
What technology does Concierge For Advisors use?
Some of the popular technologies that Concierge For Advisors uses are: WooCommerce, WordPress.org, Cloudflare Website Optimization, Google Universal Analytics
How do I contact Concierge For Advisors?
Concierge For Advisors contact info: Phone number: (877) 474-2343 Website: www.conciergeforadvisors.com
What does Concierge For Advisors do?

At Concierge for Advisors, our commitment to you is our trademark. We strive to be the first call you make, no matter what you are trying to accomplish. Our team has the resources, solutions, and connections you need to thrive in your industry.... Read More

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

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