Donlan & Barcomb Wealth

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

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Overview

Headquarters

40 Brinkerhoff St, Plattsburgh, New York...

Phone Number

(518) 562-0224

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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ZI Rank
1
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About Donlan & Barcomb Wealth

Donlan Wealth Management specializes in retirement planning and wealth management, focusing on building deep and meaningful relationships with clients. The firm employs a team-based approach, leveraging over 50 years of combined industry experience to provide fee-based asset management services. Their commitment to making decisions in the best interest of clients' portfolios is a core value. The intended clients are individuals seeking guidance in financial planning and retirement readiness.Explore more
Donlan & Barcomb Wealth's Social MediaPopular SearchesDonlan & Barcomb WealthDolan Wealth Management LLCDonlan Wealth Management LLCDonlan & Barcomb Wealth AdvisorsDonlan WealthSIC Code 62,628NAICS Code 52,523Show more

Donlan & Barcomb Wealth Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Donlan & Barcomb Wealth

<$5M
1-10
Private
-
2020
JB
Jared BurnsFinancial Professional
$6M
11-50
Private
-
1998
N/A
$5.4M
11-50
Private
-
2010
AC
Anna ConnotManaging Broker and Owner
<$5M
11-50
Private
-
-
AZ
Alexander ZingerManager, Wealth & Realtor
<$5M
1-10
Private
-
1989
N/A
<$5M
1-10
Private
-
-
BM
Bryan MerillatFinancial Professional
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Donlan & Barcomb Wealth Tech Stack

A closer look at the technologies used by Donlan & Barcomb Wealth

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Frequently Asked Questions Regarding Donlan & Barcomb Wealth

What is Donlan & Barcomb Wealth's official website?
Donlan & Barcomb Wealth's official website is www.donlanwealth.com
What is Donlan & Barcomb Wealth's Revenue?
Donlan & Barcomb Wealth's revenue is <$5 Million
What is Donlan & Barcomb Wealth's SIC code?
Donlan & Barcomb Wealth's SIC: 62,628
What is Donlan & Barcomb Wealth's NAICS code?
Donlan & Barcomb Wealth's NAICS: 52,523
How many employees does Donlan & Barcomb Wealth have?
Donlan & Barcomb Wealth has 1-10 employees
What industry does Donlan & Barcomb Wealth belong to?
Donlan & Barcomb Wealth is in the industry of: Finance, Securities Trading
What is Donlan & Barcomb Wealth competition?
Donlan & Barcomb Wealth top competitors include: William Baker & Associates, Infiniti Capital Management, Diversified Financial Partners, Apcon Capital Group
What technology does Donlan & Barcomb Wealth use?
Some of the popular technologies that Donlan & Barcomb Wealth uses are: Drupal, AddToAny, Google Tag Manager, jsDelivr
How do I contact Donlan & Barcomb Wealth?
Donlan & Barcomb Wealth contact info: Phone number: (518) 562-0224 Website: www.donlanwealth.com
What does Donlan & Barcomb Wealth do?

Donlan Wealth Management specializes in retirement planning and wealth management, focusing on building deep and meaningful relationships with clients. The firm employs a team-based approach, leveraging over 50 years of combined industry experience to provide fee-based asset management services. Their commitment to making decisions in the best inte... rest of clients' portfolios is a core value. The intended clients are individuals seeking guidance in financial planning and retirement readiness.Read More

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

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