Ezzell-Conklin Group

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

157 Parkshore Dr, Folsom, California, 95...

Phone Number

(916) 287-0128

Revenue

$6 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Ezzell-Conklin Group

Natoma Wealth is a fiduciary financial advisory firm based in Folsom, CA, specializing in wealth management services. They offer a range of services including financial planning, investment management, employer-sponsored retirement plans, legacy wealth planning, business succession planning, and institutional consulting. Their mission is to guide clients through their financial journeys by helping them build wealth, invest wisely, optimize their lifestyle, and avoid financial catastrophes. The firm is dedicated to supporting clients through various life stages and financial events.Explore more
Ezzell-Conklin Group's Social MediaPopular SearchesEzzell-Conklin GroupNatoma WealthSIC Code 62,628NAICS Code 52,523Show more

Ezzell-Conklin Group Org Chart

PhoneEmail
DC
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Managing Director

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Ezzell-Conklin Group

$6M
11-50
Private
-
2014
DC
Douglas ConklinManaging Director
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
-
2013
WF
Wendy FriederManager, Operations
<$5M
11-50
Private
-
2011
LB
Linda BaulchDirector, Client Services
<$5M
1-10
Private
-
2004
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2014
Mark Alcorn, President & Wealth Advisor at Diversified Wealth Management Solutions
Mark AlcornPresident & Wealth Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Ezzell-Conklin Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Ezzell-Conklin Group Tech Stack

A closer look at the technologies used by Ezzell-Conklin Group

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Frequently Asked Questions Regarding Ezzell-Conklin Group

What is Ezzell-Conklin Group's official website?
Ezzell-Conklin Group's official website is www.ezzellconklingroup.com
What is Ezzell-Conklin Group's Revenue?
Ezzell-Conklin Group's revenue is $6 Million
What is Ezzell-Conklin Group's SIC code?
Ezzell-Conklin Group's SIC: 62,628
What is Ezzell-Conklin Group's NAICS code?
Ezzell-Conklin Group's NAICS: 52,523
How many employees does Ezzell-Conklin Group have?
Ezzell-Conklin Group has 11-50 employees
What industry does Ezzell-Conklin Group belong to?
Ezzell-Conklin Group is in the industry of: Finance, Securities Trading
What is Ezzell-Conklin Group competition?
Ezzell-Conklin Group top competitors include: Provident Wealth Advisors, Sterling Total Wealth Solutions, Diversified Wealth Management Solutions, Stratos Wealth Advisors
What technology does Ezzell-Conklin Group use?
Some of the popular technologies that Ezzell-Conklin Group uses are: Eploy, Engage ATS, Empetus, Voracio
How do I contact Ezzell-Conklin Group?
Ezzell-Conklin Group contact info: Phone number: (916) 287-0128 Website: www.ezzellconklingroup.com
What does Ezzell-Conklin Group do?

Natoma Wealth is a fiduciary financial advisory firm based in Folsom, CA, specializing in wealth management services. They offer a range of services including financial planning, investment management, employer-sponsored retirement plans, legacy wealth planning, business succession planning, and institutional consulting. Their mission is to guide c... lients through their financial journeys by helping them build wealth, invest wisely, optimize their lifestyle, and avoid financial catastrophes. The firm is dedicated to supporting clients through various life stages and financial events.Read More

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

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