Equity Design Group

Finance · Wisconsin, United States · 11-50 Employees

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Overview

Headquarters

227521 Harrier Ave, Wausau, Wisconsin, 5...

Phone Number

(715) 848-3778

Revenue

$5.3 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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About Equity Design Group

Equity Design Group is a financial services firm based in Wausau, WI, offering a comprehensive suite of wealth management services. Their offerings include financial planning, investment management, retirement planning, insurance planning, legacy planning, and tax planning, all tailored to meet the unique needs of their clients. The firm prides itself on providing personalized solutions and maintaining a trusted partnership with clients to navigate the complexities of financial planning. With a team of experienced professionals, they aim to empower individuals to achieve their financial goals and secure their financial future.Explore more
Equity Design Group's Social MediaPopular SearchesEquity Design GroupEquity Design Group IncEquity Design Group LLCArc Equity Group LLCKevin Snow CFP ~ Equity Design GroupSIC Code 62,628NAICS Code 52,523Show more

Equity Design Group Org Chart

PhoneEmail
WZ
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Financial Advisor & Co Owner & Group Vice Pre...

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Financial Advisor

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JK
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Financial Advisor

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MA
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Financial Advisor

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GF
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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Equity Design Group

$5.3M
11-50
Private
-
1995
WZ
William ZoromskiFinancial Advisor & Co Owner & Group Vice President, Equity Design
<$5M
11-50
Private
-
1998
JM
Jaye MuellerTeam Member
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1972
MF
Matthew FurlongPortfolio Manager, Managing Member & Principal
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Equity Design Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Equity Design Group Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Equity Design Group

What is Equity Design Group's official website?
Equity Design Group's official website is www.equitydesigngroup.com
What is Equity Design Group's Revenue?
Equity Design Group's revenue is $5.3 Million
What is Equity Design Group's SIC code?
Equity Design Group's SIC: 62,628
What is Equity Design Group's NAICS code?
Equity Design Group's NAICS: 52,523
How many employees does Equity Design Group have?
Equity Design Group has 11-50 employees
What industry does Equity Design Group belong to?
Equity Design Group is in the industry of: Finance, Securities Trading
What is Equity Design Group competition?
Equity Design Group top competitors include: Copper Canyon Wealth Management, Furlong Investment Solutions, Goodrich and Associates, Focus Financial Network
What technology does Equity Design Group use?
Some of the popular technologies that Equity Design Group uses are: TradingView Website & Broker Solutions, Cloudflare Website Optimization, Smarsh, HubSpot
How do I contact Equity Design Group?
Equity Design Group contact info: Phone number: (715) 848-3778 Website: www.equitydesigngroup.com
What does Equity Design Group do?

Equity Design Group is a financial services firm based in Wausau, WI, offering a comprehensive suite of wealth management services. Their offerings include financial planning, investment management, retirement planning, insurance planning, legacy planning, and tax planning, all tailored to meet the unique needs of their clients. The firm prides its... elf on providing personalized solutions and maintaining a trusted partnership with clients to navigate the complexities of financial planning. With a team of experienced professionals, they aim to empower individuals to achieve their financial goals and secure their financial future.Read More

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

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