Fiduciary Services Group

Finance · Washington, United States · 1-10 Employees

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Overview

Headquarters

Mercer Island, Washington, 98040, United...

Phone Number

(206) 838-3694

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1

About Fiduciary Services Group

Fiduciary Services Group (FSG) provides advisory services through NWAM, LLC dba Northwest Asset Management an SEC registered investment adviser. Greg Headrick, Nelly Mubashi, and Antriksh Kandhari are investment advisor representatives of NWAM, LLC. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Boards initial and ongoing certification requirements.Explore more
Popular SearchesFiduciary Services GroupSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Fiduciary Services Group

<$5M
1-10
Private
-
-
N/A
$36M
1-10
Private
-
2013
LW
Lori WedlakeFounder & Managing Director
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1972
MF
Matthew FurlongPortfolio Manager, Managing Member & Principal
<$5M
1-10
Private
-
2004
HV
Hunter VernonSenior Financial Advisor & Relationship Manager
<$5M
1-10
Private
-
2015
JH
Jami HeistenManager, Client Service Extraordinaire Office Personality
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Fiduciary Services Group Tech Stack

A closer look at the technologies used by Fiduciary Services Group

Top Finance Companies

Frequently Asked Questions Regarding Fiduciary Services Group

What is Fiduciary Services Group's official website?
Fiduciary Services Group's official website is www.nwasset-fsg.com
What is Fiduciary Services Group's Revenue?
Fiduciary Services Group's revenue is <$5 Million
What is Fiduciary Services Group's SIC code?
Fiduciary Services Group's SIC: 62,628
What is Fiduciary Services Group's NAICS code?
Fiduciary Services Group's NAICS: 52,523
How many employees does Fiduciary Services Group have?
Fiduciary Services Group has 1-10 employees
What industry does Fiduciary Services Group belong to?
Fiduciary Services Group is in the industry of: Finance, Securities Trading
What is Fiduciary Services Group competition?
Fiduciary Services Group top competitors include: The Normann Financial Group, Constant Guidance Financial, MoonDance Investment Advisors, LLC, Heisten Financial
What technology does Fiduciary Services Group use?
Some of the popular technologies that Fiduciary Services Group uses are: Sentry, Google Cloud Web Serving, Google Cloud Platform, WixStores
How do I contact Fiduciary Services Group?
Fiduciary Services Group contact info: Phone number: (206) 838-3694 Website: www.nwasset-fsg.com
What does Fiduciary Services Group do?

Fiduciary Services Group (FSG) provides advisory services through NWAM, LLC dba Northwest Asset Management an SEC registered investment adviser. Greg Headrick, Nelly Mubashi, and Antriksh Kandhari are investment advisor representatives of NWAM, LLC. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, t... he CERTIFIED FINANCIAL PLANNER certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Boards initial and ongoing certification requirements.Read More

Is Fiduciary Services Group a public company?
Fiduciary Services Group is private company therefore does not currently have an official ticker symbol
See more information about Fiduciary Services Group

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