Cumbie Advisory Services

Finance · Texas, United States · 11-50 Employees

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Overview

Headquarters

306 W 7th St Ste 442, Fort Worth, Texas,...

Phone Number

(817) 335-1181

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Cumbie Advisory Services

Cumbie Advisory Services, Inc. is a qualified, independent personal financial planning and investment advisory organization. Our financial planning practitioner qualification derives from the Certified Financial Planner Board of Standards' (CFPBOS) "Four E's" -- Education, Examination, Experience and Ethics. We are active supporters of personal financial planning as a value-adding process and of the emergence of a bona fide new profession from the larger financial services industry. Our investment management consulting credentialing was earned through the Institute for Certified Investment Management Consultants (ICIMC) and is maintained by the successor organization, the Investment Management Consultants Association (IMCA).Explore more
Cumbie Advisory Services's Social MediaPopular SearchesCumbie Advisory Services IncCumbie Advisory ServicesCumbie AdvisoryCumbie Advisory SvcSIC Code 62,628NAICS Code 52,523Show more

Cumbie Advisory Services Org Chart

PhoneEmail
Guy Cumbie, President at Cumbie Advisory Services
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cumbie Advisory Services

<$5M
11-50
Private
<$5M
1988
Guy Cumbie, President at Cumbie Advisory Services
Guy CumbiePresident
<$5M
1-10
Private
-
1997
TL
Tracy LarmonyExecutive Assistant
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
MP
Michelle PikePrincipal, Financial Planner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Cumbie Advisory Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Cumbie Advisory Services financials insights

Gather financial insights about Cumbie Advisory Services, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$59K

See All Cumbie Advisory Services's Financials Insights

Cumbie Advisory Services Tech Stack

A closer look at the technologies used by Cumbie Advisory Services

Top Finance Companies

Frequently Asked Questions Regarding Cumbie Advisory Services

What is Cumbie Advisory Services's official website?
Cumbie Advisory Services's official website is www.cumbieadvisory.com
What is Cumbie Advisory Services's Revenue?
Cumbie Advisory Services's revenue is <$5 Million
What is Cumbie Advisory Services's SIC code?
Cumbie Advisory Services's SIC: 62,628
What is Cumbie Advisory Services's NAICS code?
Cumbie Advisory Services's NAICS: 52,523
How many employees does Cumbie Advisory Services have?
Cumbie Advisory Services has 11-50 employees
What industry does Cumbie Advisory Services belong to?
Cumbie Advisory Services is in the industry of: Finance, Securities Trading
What is Cumbie Advisory Services competition?
Cumbie Advisory Services top competitors include: Wealth Advisory Services, Ratcliff Financial Services, Marquis Wealth Management Group, Kassouf Wealth Advisors
What technology does Cumbie Advisory Services use?
Some of the popular technologies that Cumbie Advisory Services uses are: Drupal, AppRiver, AddToAny, Microsoft 365
How do I contact Cumbie Advisory Services?
Cumbie Advisory Services contact info: Phone number: (817) 335-1181 Website: www.cumbieadvisory.com
What does Cumbie Advisory Services do?

Cumbie Advisory Services, Inc. is a qualified, independent personal financial planning and investment advisory organization. Our financial planning practitioner qualification derives from the Certified Financial Planner Board of Standards' (CFPBOS) "Four E's" -- Education, Examination, Experience and Ethics. We are active supporters of personal fin... ancial planning as a value-adding process and of the emergence of a bona fide new profession from the larger financial services industry. Our investment management consulting credentialing was earned through the Institute for Certified Investment Management Consultants (ICIMC) and is maintained by the successor organization, the Investment Management Consultants Association (IMCA).Read More

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

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