Crossed Pines Wealth Management

Finance · New Mexico, United States · 1-10 Employees

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Overview

Headquarters

460 Saint Michaels Dr Ste 1101, Santa Fe...

Phone Number

(505) 465-4000

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Crossed Pines Wealth Management

Crossed Pines Wealth Management is a financial services firm based in Santa Fe, NM, specializing in comprehensive wealth management solutions. They offer personalized financial planning, retirement planning, and estate planning services tailored to meet the unique needs and goals of their clients. The firm prides itself on a client-centric approach, ensuring that clients are at the center of their financial strategies. Their team of trusted professionals collaborates with clients to navigate the complexities of financial markets and achieve long-term success.Explore more
Popular SearchesCrossed Pines Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Crossed Pines Wealth Mana...

<$5M
1-10
Private
-
-
N/A
$5.9M
11-50
Private
-
-
SW
Shelly WalkerManager, Client Services
<$5M
1-10
Private
<$5M
2007
SE
Susan EllisVice President, Finance, Data Management & Systems
<$5M
1-10
Private
-
2005
SS
Sharlene SpencerVice President
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
CW
Calvin WillisFinancial Professional
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Crossed Pines Wealth Management Tech Stack

A closer look at the technologies used by Crossed Pines Wealth Management

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Frequently Asked Questions Regarding Crossed Pines Wealth Management

What is Crossed Pines Wealth Management's official website?
Crossed Pines Wealth Management's official website is www.crossedpineswealth.com
What is Crossed Pines Wealth Management's Revenue?
Crossed Pines Wealth Management's revenue is <$5 Million
What is Crossed Pines Wealth Management's SIC code?
Crossed Pines Wealth Management's SIC: 62,628
What is Crossed Pines Wealth Management's NAICS code?
Crossed Pines Wealth Management's NAICS: 52,523
How many employees does Crossed Pines Wealth Management have?
Crossed Pines Wealth Management has 1-10 employees
What industry does Crossed Pines Wealth Management belong to?
Crossed Pines Wealth Management is in the industry of: Finance, Securities Trading
What is Crossed Pines Wealth Management competition?
Crossed Pines Wealth Management top competitors include: Cal Willis Wealth Management, GRAnderson Wealth Management Group, Westex Investment Services, Stratos Wealth Advisors
What technology does Crossed Pines Wealth Management use?
Some of the popular technologies that Crossed Pines Wealth Management uses are: Cloudflare Website Optimization, Microsoft 365, Google Tag Manager, Google Workspace
How do I contact Crossed Pines Wealth Management?
Crossed Pines Wealth Management contact info: Phone number: (505) 465-4000 Website: www.crossedpineswealth.com
What does Crossed Pines Wealth Management do?

Crossed Pines Wealth Management is a financial services firm based in Santa Fe, NM, specializing in comprehensive wealth management solutions. They offer personalized financial planning, retirement planning, and estate planning services tailored to meet the unique needs and goals of their clients. The firm prides itself on a client-centric approach... , ensuring that clients are at the center of their financial strategies. Their team of trusted professionals collaborates with clients to navigate the complexities of financial markets and achieve long-term success.Read More

Is Crossed Pines Wealth Management a public company?
Crossed Pines Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Crossed Pines Wealth Management

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