Fago Wealth Management

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

4835 Voltaire St, San Diego, California,...

Phone Number

(858) 914-5300

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Fago Wealth Management

Fago Wealth Management is a registered investment advisor that aims to help clients bridge the gap between their current financial situation and their financial goals. They provide investment advice and support through their partnership with LPL Financial, focusing on protecting clients' wealth. The firm offers research and articles to keep clients informed about factors that could influence their financial picture. Their services are primarily targeted at residents of California and Florida.Explore more
Fago Wealth Management's Social MediaPopular SearchesFago Wealth ManagementFago Wealth Management IncFago Wealth Management, Inc.inFago Wealth Management, aSIC Code 62,628NAICS Code 52,523Show more

Fago Wealth Management Org Chart

PhoneEmail
AF
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Executive Assistant

PhoneEmail
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Owner and Financial Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Fago Wealth Management

<$5M
1-10
Private
-
2012
AF
Amy FagoExecutive Assistant
<$5M
1-10
Private
-
2009
AP
Angel PattersonDirector, Client Experience
<$5M
1-10
Private
-
2013
SD
Scott DavisPresident & CEO
<$5M
1-10
Private
-
2007
N/A
<$5M
1-10
Private
-
1995
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Company Profile Activity

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Activity Insights

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

What does this means?

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

Fago Wealth Management Tech Stack

A closer look at the technologies used by Fago Wealth Management

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Frequently Asked Questions Regarding Fago Wealth Management

What is Fago Wealth Management's official website?
Fago Wealth Management's official website is www.fagowealth.com
What is Fago Wealth Management's Revenue?
Fago Wealth Management's revenue is <$5 Million
What is Fago Wealth Management's SIC code?
Fago Wealth Management's SIC: 62,628
What is Fago Wealth Management's NAICS code?
Fago Wealth Management's NAICS: 52,523
How many employees does Fago Wealth Management have?
Fago Wealth Management has 1-10 employees
What industry does Fago Wealth Management belong to?
Fago Wealth Management is in the industry of: Finance, Securities Trading
What is Fago Wealth Management competition?
Fago Wealth Management top competitors include: Yost Wealth Management, Family Estate Advisors, Stein Wealth Advisors, Bullpen Wealth Advisors
What technology does Fago Wealth Management use?
Some of the popular technologies that Fago Wealth Management uses are: WordPress.org, PHP, Proofpoint, Google Tag Manager
How do I contact Fago Wealth Management?
Fago Wealth Management contact info: Phone number: (858) 914-5300 Website: www.fagowealth.com
What does Fago Wealth Management do?

Fago Wealth Management is a registered investment advisor that aims to help clients bridge the gap between their current financial situation and their financial goals. They provide investment advice and support through their partnership with LPL Financial, focusing on protecting clients' wealth. The firm offers research and articles to keep clients... informed about factors that could influence their financial picture. Their services are primarily targeted at residents of California and Florida.Read More

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

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