Croix Wealth Management

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

601 E Jackson St Ste C, El Campo, Texas,...

Phone Number

(979) 543-5556

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About Croix Wealth Management

Croix Wealth Management is a financial advisory firm based in El Campo, TX, specializing in wealth management services. They cater to a diverse clientele, including retirees, business owners, corporate executives, women investors, and families. The firm offers a range of services such as financial planning, retirement planning, investment strategies, and estate planning. Their mission emphasizes living fully, giving generously, and leaving a meaningful legacy.Explore more
Croix Wealth Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Croix Wealth Management Org Chart

PhoneEmail
KS
United States flag for contact location.

Client Service Manager

PhoneEmail
MG
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Client Relationship Manager

PhoneEmail
JC
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Branch Manager

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Croix Wealth Management

<$5M
1-10
Private
-
2003
KS
Kimberly StaffClient Service Manager
$7.6M
11-50
Private
-
1962
<$5M
1-10
Private
-
2009
WC
Wendy CoxDirector, Operations & Client Relationships
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Croix Wealth Management Tech Stack

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Frequently Asked Questions Regarding Croix Wealth Management

What is Croix Wealth Management's official website?
Croix Wealth Management's official website is www.croixwealth.com
What is Croix Wealth Management's Revenue?
Croix Wealth Management's revenue is <$5 Million
What is Croix Wealth Management's SIC code?
Croix Wealth Management's SIC: 62,628
What is Croix Wealth Management's NAICS code?
Croix Wealth Management's NAICS: 52,523
How many employees does Croix Wealth Management have?
Croix Wealth Management has 1-10 employees
What industry does Croix Wealth Management belong to?
Croix Wealth Management is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Croix Wealth Management competition?
Croix Wealth Management top competitors include: Aristata Financial, Reynolds Wealth Management
What technology does Croix Wealth Management use?
Some of the popular technologies that Croix Wealth Management uses are: Ruxit, Enom DNS Hosting, YouTube, Kaltura
How do I contact Croix Wealth Management?
Croix Wealth Management contact info: Phone number: (979) 543-5556 Website: www.croixwealth.com
What does Croix Wealth Management do?

Croix Wealth Management is a financial advisory firm based in El Campo, TX, specializing in wealth management services. They cater to a diverse clientele, including retirees, business owners, corporate executives, women investors, and families. The firm offers a range of services such as financial planning, retirement planning, investment strategie... s, and estate planning. Their mission emphasizes living fully, giving generously, and leaving a meaningful legacy.Read More

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

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