Daner Wealth

Finance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

11475 Great Oaks Way Ste 340, Alpharetta...

Phone Number

(770) 368-6033

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Daner Wealth

Daner Wealth Management is an independent financial advisory firm located in Alpharetta, GA, specializing in personalized financial planning, retirement planning, and wealth management services. With over 30 years of experience, they focus on high-income earners, providing tailored strategies to optimize savings, minimize taxes, and secure financial futures. The firm emphasizes client-first service, fostering long-term relationships built on trust and integrity. Their holistic approach ensures clients receive proactive support and clear guidance to navigate complex financial decisions.Explore more
Daner Wealth's Social MediaPopular SearchesDaner WealthDaner Wealth ManagementDaner Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Daner Wealth Org Chart

PhoneEmail
KB
United States flag for contact location.

Registered Client Services Associate

PhoneEmail
MD
United States flag for contact location.

Fiduciary Investment Advisor

PhoneEmail
JR
United States flag for contact location.

Financial Services Intern

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Daner Wealth

<$5M
1-10
Private
-
2022
KB
Kellie BorrorRegistered Client Services Associate
<$5M
1-10
Private
-
2020
MA
Michael AlexanderChief Investment Officer
<$5M
1-10
Private
<$5M
-
Gary Hokin, President at Hokin Investment Advisors
Gary HokinPresident
<$5M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2014
MA
Mark AlcornFounding Member and President
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Daner Wealth Tech Stack

A closer look at the technologies used by Daner Wealth

Daner Wealth News & Media

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Frequently Asked Questions Regarding Daner Wealth

What is Daner Wealth's official website?
Daner Wealth's official website is www.danerwealth.com
What is Daner Wealth's Revenue?
Daner Wealth's revenue is <$5 Million
What is Daner Wealth's SIC code?
Daner Wealth's SIC: 62,628
What is Daner Wealth's NAICS code?
Daner Wealth's NAICS: 52,523
How many employees does Daner Wealth have?
Daner Wealth has 1-10 employees
What industry does Daner Wealth belong to?
Daner Wealth is in the industry of: Finance, Securities Trading
What is Daner Wealth competition?
Daner Wealth top competitors include: Wright Financial & Business Advisors, Volition Financial Network, Diversified Wealth Management Solutions, Hokin Investment Advisors
What technology does Daner Wealth use?
Some of the popular technologies that Daner Wealth uses are: reCAPTCHA, Cloudflare Website Optimization, Cloudflare CDN, Embedly
How do I contact Daner Wealth?
Daner Wealth contact info: Phone number: (770) 368-6033 Website: www.danerwealth.com
What does Daner Wealth do?

Daner Wealth Management is an independent financial advisory firm located in Alpharetta, GA, specializing in personalized financial planning, retirement planning, and wealth management services. With over 30 years of experience, they focus on high-income earners, providing tailored strategies to optimize savings, minimize taxes, and secure financia... l futures. The firm emphasizes client-first service, fostering long-term relationships built on trust and integrity. Their holistic approach ensures clients receive proactive support and clear guidance to navigate complex financial decisions.Read More

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

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