FAI Wealth Management

Finance · Maryland, United States · 11-50 Employees

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Overview

Headquarters

10211 Wincopin Cir Ste 220, Columbia, Ma...

Phone Number

(410) 715-9200

Revenue

<$5 Million

Industry

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

About FAI Wealth Management, Inc.: Located in Columbia, Maryland, FAI focuses on helping clients create the financial future they desire by protecting their wealth, making the most of their assets, and planning for life's uncertainties. The firm combines fee-only, fiduciary-driven guidance with highly personalized, consultative financial planning and investment services that enable individuals, families, and businesses to navigate complex life transitions. Founded in 1987, FAI currently manages more than $330 million in client assets nationwide.Explore more
FAI Wealth Management's Social MediaPopular SearchesFAI Wealth Management IncFai Wealth ManagementFinancial Advantage IncFAI Wealth Management - IncFamily Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

FAI Wealth Management Org Chart

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Chairman and Chief Investment Officer

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Senior Process Associate

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Failure Analysis Technician

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Senior Advisor

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Financial Advisor

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Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

FAI Wealth Management

<$5M
11-50
Private
<$5M
1987
CG
Curtis GrossChairman and Chief Investment Officer
$5.4M
11-50
Private
<$5M
2010
Danilo Kawasaki, Vice President & Chief Operating Officer at Gerber Kawasaki
Danilo KawasakiVice President & Chief Operating Officer
$5.3M
11-50
Private
<$5M
1984
GW
Greg WeyandtChief Compliance Officer, Managing Member
<$5M
11-50
Private
<$5M
1978
RB
Rebecca BurchillManaging Director
<$5M
1-10
Private
-
1994
DL
Doris LynchClient Relationship Manager
<$5M
1-10
Private
-
1995
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

FAI Wealth Management financials insights

Gather financial insights about FAI Wealth Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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FAI Wealth Management Tech Stack

FAI Wealth Management News & Media

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Frequently Asked Questions Regarding FAI Wealth Management

What is FAI Wealth Management's official website?
FAI Wealth Management's official website is www.faiwealth.com
What is FAI Wealth Management's Revenue?
FAI Wealth Management's revenue is <$5 Million
What is FAI Wealth Management's SIC code?
FAI Wealth Management's SIC: 62,628
What is FAI Wealth Management's NAICS code?
FAI Wealth Management's NAICS: 52,523
How many employees does FAI Wealth Management have?
FAI Wealth Management has 11-50 employees
What industry does FAI Wealth Management belong to?
FAI Wealth Management is in the industry of: Finance, Securities Trading
What is FAI Wealth Management competition?
FAI Wealth Management top competitors include: Dechtman Wealth Management, Directadvice, Gerber Kawasaki, The Welch Group
What technology does FAI Wealth Management use?
Some of the popular technologies that FAI Wealth Management uses are: Proofpoint, Microsoft 365, Amazon Web Hosting, Network Solutions Web Hosting
How do I contact FAI Wealth Management?
FAI Wealth Management contact info: Phone number: (410) 715-9200 Website: www.faiwealth.com
What does FAI Wealth Management do?

About FAI Wealth Management, Inc.: Located in Columbia, Maryland, FAI focuses on helping clients create the financial future they desire by protecting their wealth, making the most of their assets, and planning for life's uncertainties. The firm combines fee-only, fiduciary-driven guidance with highly personalized, consultative financial planning a... nd investment services that enable individuals, families, and businesses to navigate complex life transitions. Founded in 1987, FAI currently manages more than $330 million in client assets nationwide.Read More

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

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