De Soto

Finance · Arizona, United States · 1-10 Employees

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Overview

Headquarters

6200 N Oracle Rd Apt 221, Tucson, Arizon...

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About De Soto

De Soto & Company is a client-centered financial advisory firm dedicated to helping individuals navigate the complexities of personal finance. They offer a range of services aimed at developing long-term relationships with clients, ensuring open communication and tailored financial strategies. The firm emphasizes a proactive approach to financial planning, focusing on the best interests of their clients while providing undivided attention throughout the planning and execution process. Their target clients include individuals at any income level seeking guidance on investments, life insurance, and overall financial well-being.Explore more
De Soto's Social MediaPopular SearchesDe Soto & CoSIC Code 62,628NAICS Code 52,523Show more

De Soto Org Chart

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Independent Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

De Soto

<$5M
1-10
Private
-
-
JS
Jesus SotoIndependent Financial Advisor
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
$6.4M
11-50
Private
-
1973
CM
Craig MontgomeryDefault Resolution Specialist
<$5M
1-10
Private
-
2010
JH
Jason HeinzelmannGroup Founding of Provident Wealth Management Partner
<$5M
1-10
Private
-
2000
DS
David SchleisPresident & Accountant
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2015
RP
Ronald PolluconiPrivate Bank Market Leader
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Company Profile Activity

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Activity Insights

De Soto is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

De Soto Tech Stack

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De Soto News & Media

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Frequently Asked Questions Regarding De Soto

What is De Soto's official website?
De Soto's official website is www.desotoandcompany.com
What is De Soto's Revenue?
De Soto's revenue is <$5 Million
What is De Soto's SIC code?
De Soto's SIC: 62,628
What is De Soto's NAICS code?
De Soto's NAICS: 52,523
How many employees does De Soto have?
De Soto has 1-10 employees
What industry does De Soto belong to?
De Soto is in the industry of: Finance, Insurance, Securities Trading
What is De Soto competition?
De Soto top competitors include: Provident Wealth Management Group, Columbia Wealth Management, Davis Global Wealth Management, Sachs Financial Servic
What technology does De Soto use?
Some of the popular technologies that De Soto uses are: GoCentral, Cloudflare Website Optimization, Microsoft 365, GoDaddy DNS
What does De Soto do?

De Soto & Company is a client-centered financial advisory firm dedicated to helping individuals navigate the complexities of personal finance. They offer a range of services aimed at developing long-term relationships with clients, ensuring open communication and tailored financial strategies. The firm emphasizes a proactive approach to financial p... lanning, focusing on the best interests of their clients while providing undivided attention throughout the planning and execution process. Their target clients include individuals at any income level seeking guidance on investments, life insurance, and overall financial well-being.Read More

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

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