Davis & Brinks Wealth Management

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

8051 Moorsbridge Rd, Portage, Michigan, ...

Phone Number

(269) 382-1622

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Davis & Brinks Wealth Management

Davis & Brinks Wealth Management provides a variety of customized financial programs focused on retirement planning and investment needs. They emphasize personalized strategies tailored to meet individual client goals and objectives. The firm aims to educate clients on financial management concepts, including investing, estate planning, and wealth preservation. Their services are designed for individuals seeking to proactively manage their financial situations with the guidance of skilled professionals.Explore more
Popular SearchesDavis & Brinks Wealth ManagementBroadridge Financial Solutions IncSIC Code 62,628NAICS Code 52,523Show more

Davis & Brinks Wealth Management Org Chart

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Insurance Specialist

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Davis & Brinks Wealth Man...

<$5M
1-10
Private
-
-
CD
Calvin DanielInsurance Specialist
$5M
11-50
Private
-
2012
Scott Hurwitz, President at Alliance Wealth Advisors
Scott HurwitzPresident
<$5M
11-50
Private
-
2001
GB
Gregory BillowManaging Partner
<$5M
11-50
Private
-
2015
SG
Scott GriffinDeputy Chief Compliance Officer
<$5M
1-10
Private
-
2014
AB
Amy BabbelSenior Manager, Operations
<$5M
1-10
Private
-
-
HD
Harold DedePresident & CEO
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Davis & Brinks Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Davis & Brinks Wealth Management Tech Stack

A closer look at the technologies used by Davis & Brinks Wealth Management

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Frequently Asked Questions Regarding Davis & Brinks Wealth Management

What is Davis & Brinks Wealth Management's official website?
Davis & Brinks Wealth Management's official website is www.davisbrinkswealthmgmt.com
What is Davis & Brinks Wealth Management's Revenue?
Davis & Brinks Wealth Management's revenue is <$5 Million
What is Davis & Brinks Wealth Management's SIC code?
Davis & Brinks Wealth Management's SIC: 62,628
What is Davis & Brinks Wealth Management's NAICS code?
Davis & Brinks Wealth Management's NAICS: 52,523
How many employees does Davis & Brinks Wealth Management have?
Davis & Brinks Wealth Management has 1-10 employees
What industry does Davis & Brinks Wealth Management belong to?
Davis & Brinks Wealth Management is in the industry of: Finance, Securities Trading
What is Davis & Brinks Wealth Management competition?
Davis & Brinks Wealth Management top competitors include: Barber Investment Partners, Aurora Private Wealth, GMB Private Wealth Management, Alliance Wealth Advisors
What technology does Davis & Brinks Wealth Management use?
Some of the popular technologies that Davis & Brinks Wealth Management uses are: Cloudflare Website Optimization, Neustar UltraDNS, Cloudflare Security, Broadridge Advisor Solutions
How do I contact Davis & Brinks Wealth Management?
Davis & Brinks Wealth Management contact info: Phone number: (269) 382-1622 Website: www.davisbrinkswealthmgmt.com
What does Davis & Brinks Wealth Management do?

Davis & Brinks Wealth Management provides a variety of customized financial programs focused on retirement planning and investment needs. They emphasize personalized strategies tailored to meet individual client goals and objectives. The firm aims to educate clients on financial management concepts, including investing, estate planning, and wealth... preservation. Their services are designed for individuals seeking to proactively manage their financial situations with the guidance of skilled professionals.Read More

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

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