Dow Wealth Management

Finance · Maine, United States · 11-50 Employees

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Overview

Headquarters

358 Us Rte 1, Falmouth, Maine, 04105, Un...

Phone Number

(207) 200-2200

Website

www.dow.us

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
1
1
1
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1

About Dow Wealth Management

Dow Wealth Management offers a comprehensive suite of services including portfolio management, family office services, and financial planning, aimed at ensuring long-term financial success for individuals and families. With a time-tested investment philosophy developed over three generations, the firm focuses on sound investment theory and high-quality securities. Their family office platform provides tailored advice that integrates clients' overall financial circumstances and goals. Serving clients nationally and internationally, Dow Wealth Management is committed to delivering objective advice and excellence in wealth management.Explore more
Dow Wealth Management's Social MediaPopular SearchesDow Wealth Management LLCDow Wealth ManagementDow Investment Group LLCDow InvestmentsDolow LLCSIC Code 62,628NAICS Code 52,523Show more

Dow Wealth Management Org Chart

PhoneEmail
EL
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Manager, Wealth

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NR
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Manager

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Junior Senior Financial Advisor & Portfolio M...

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Financial Advisor

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JA
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Senior Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Dow Wealth Management

<$5M
11-50
Private
-
2011
EL
Eric LuskManager, Wealth
$7.6M
11-50
Private
-
1962
JB
James BoneTeam Member
<$5M
11-50
Private
-
2020
Roger Leibowitz, Chief Financial Officer & Senior VP at Cabot Lodge Securities
Roger LeibowitzChief Financial Officer & Senior VP
<$5M
1-10
Private
-
2015
JH
Jami HeistenManager, Client Service Extraordinaire Office Personality
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
AK
Andrea KarkosFinancial Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Dow Wealth Management Tech Stack

A closer look at the technologies used by Dow Wealth Management

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Frequently Asked Questions Regarding Dow Wealth Management

What is Dow Wealth Management's official website?
Dow Wealth Management's official website is www.dow.us
What is Dow Wealth Management's Revenue?
Dow Wealth Management's revenue is <$5 Million
What is Dow Wealth Management's SIC code?
Dow Wealth Management's SIC: 62,628
What is Dow Wealth Management's NAICS code?
Dow Wealth Management's NAICS: 52,523
How many employees does Dow Wealth Management have?
Dow Wealth Management has 11-50 employees
What industry does Dow Wealth Management belong to?
Dow Wealth Management is in the industry of: Finance, Securities Trading
What is Dow Wealth Management competition?
Dow Wealth Management top competitors include: Eppolito Financial Strategies, Wealth Advisory Services, Reynolds Wealth Management, Heisten Financial
What technology does Dow Wealth Management use?
Some of the popular technologies that Dow Wealth Management uses are: WordPress.org, PHP, Cloudflare Website Optimization, Proofpoint
How do I contact Dow Wealth Management?
Dow Wealth Management contact info: Phone number: (207) 200-2200 Website: www.dow.us
What does Dow Wealth Management do?

Dow Wealth Management offers a comprehensive suite of services including portfolio management, family office services, and financial planning, aimed at ensuring long-term financial success for individuals and families. With a time-tested investment philosophy developed over three generations, the firm focuses on sound investment theory and high-qua... lity securities. Their family office platform provides tailored advice that integrates clients' overall financial circumstances and goals. Serving clients nationally and internationally, Dow Wealth Management is committed to delivering objective advice and excellence in wealth management.Read More

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

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