Evangelista & Associates

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

2950 S State St Ste 340, Ann Arbor, Mich...

Phone Number

(734) 998-0746

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Evangelista & Associates

Evangelista & Associates specializes in wealth management tailored for university faculty and staff, offering customized financial planning solutions. Their services include protection planning, retirement planning, investment management, legacy planning, and tax planning. The firm is dedicated to helping clients achieve their financial goals through personalized strategies and ongoing support. With a team of experienced professionals, they aim to bring lasting change to the financial lives of their clients.Explore more
Evangelista & Associates's Social MediaPopular SearchesEvangelista & AssociatesEVANGELISTA & ASSOCIATES IncJohn EvangelistaEvangelista & AssociateEvangelista & Associates, Inc - HomeSIC Code 62,628NAICS Code 52,523Show more

Evangelista & Associates Org Chart

JE
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President, Chief Executive Officer

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KE
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Chief Operations Officer

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CM
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Manager, Client Operations

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Compare Similar Companies to Evangelista & Associates

Compare insights from companies similar to Evangelista & Associates, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Evangelista & Associates

<$5M
1-10
Private
-
2015
JE
John EvangelistaPresident, CEO
<$5M
11-50
Private
<$5M
2011
AM
April MasteyPresident & Lpl Financial Advisor
<$5M
1-10
Private
-
1991
N/A
<$5M
1-10
Private
-
-
SC
Steven CrabtreeFinancial Advisor
<$5M
1-10
Private
-
-
BS
Becky SmithAdvisor Assistant
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1990
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Evangelista & Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Evangelista & Associates Tech Stack

A closer look at the technologies used by Evangelista & Associates

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Frequently Asked Questions Regarding Evangelista & Associates

What is Evangelista & Associates's official website?
Evangelista & Associates's official website is www.university-wealth.com
What is Evangelista & Associates's Revenue?
Evangelista & Associates's revenue is <$5 Million
What is Evangelista & Associates's SIC code?
Evangelista & Associates's SIC: 62,628
What is Evangelista & Associates's NAICS code?
Evangelista & Associates's NAICS: 52,523
How many employees does Evangelista & Associates have?
Evangelista & Associates has 1-10 employees
What industry does Evangelista & Associates belong to?
Evangelista & Associates is in the industry of: Finance, Securities Trading
What is Evangelista & Associates competition?
Evangelista & Associates top competitors include: Mastey Financial Group, Holman-Whatley & Associates, Asco Financial Group, Asset Financial Services
What technology does Evangelista & Associates use?
Some of the popular technologies that Evangelista & Associates uses are: Cloudflare Website Optimization, Datadog, Google Tag Manager, GoDaddy DNS
How do I contact Evangelista & Associates?
Evangelista & Associates contact info: Phone number: (734) 998-0746 Website: www.university-wealth.com
What does Evangelista & Associates do?

Evangelista & Associates specializes in wealth management tailored for university faculty and staff, offering customized financial planning solutions. Their services include protection planning, retirement planning, investment management, legacy planning, and tax planning. The firm is dedicated to helping clients achieve their financial goals throu... gh personalized strategies and ongoing support. With a team of experienced professionals, they aim to bring lasting change to the financial lives of their clients.Read More

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

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