Financial Architects

Finance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

302 Creekstone Rdg, Woodstock, Georgia, ...

Phone Number

(770) 517-8160

Revenue

$8.7 Million

Industry

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

About Financial Architects

We are a fee-only, academically-oriented, registered investment advisory firm providing financial planning and wealth management to private clients in metro-Atlanta and across the United States. While some advisors still sell products or transactions, our "product" is wisdom and our goal is simple - to help our clients achieve and sustain financial success. By working with a limited number of clients in a long-term personal relationship - understanding and clarifying your goals, creating a written financial plan, and managing your investment portfolio - we can properly assist you in building your financial future and reaching your goals. On the rest of this web site you will find additional information to introduce us to you. We look forward to exploring whether our approach and philosophy might be right for you. If you would like more information, please contact us.Explore more
Financial Architects's Social MediaPopular SearchesFinancial Architects IncFinancial Architects LLCThe Financial Architects LLCFinancial ArchitectsFinancial Health ArchitectsSIC Code 62,628NAICS Code 52,523Show more

Financial Architects Org Chart

PhoneEmail
DH
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Co-Founder & Chief Investment Officer

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KB
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Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financial Architects

$8.7M
1-10
Private
-
2005
DH
David HultstromCo-Founder & Chief Investment Officer
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
1-10
Private
<$5M
2005
N/A
<$5M
1-10
Private
-
2009
Casey O'Leary, President at Trinity Wealth Management
Casey O'LearyPresident
<$5M
1-10
Private
-
2013
PL
Paul LaViolaManager, Wealth Certified Financial & Planner & Co-Founder & Fee-Only Advisor
<$5M
1-10
Private
-
1986
TA
Tammy AllemandDirector, Operations
<$5M
1-10
Private
-
1993
BF
Brett FryManaging Director
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Financial Architects is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Financial Architects Tech Stack

A closer look at the technologies used by Financial Architects

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Frequently Asked Questions Regarding Financial Architects

What is Financial Architects's official website?
Financial Architects's official website is www.financialarchitectsllc.com
What is Financial Architects's Revenue?
Financial Architects's revenue is $8.7 Million
What is Financial Architects's SIC code?
Financial Architects's SIC: 62,628
What is Financial Architects's NAICS code?
Financial Architects's NAICS: 52,523
How many employees does Financial Architects have?
Financial Architects has 1-10 employees
What industry does Financial Architects belong to?
Financial Architects is in the industry of: Finance, Securities Trading
What is Financial Architects competition?
Financial Architects top competitors include: Sierra Pacific Financial Advisors, Foundation Wealth Management, Forteris Wealth Management, Hassell Wealth Management
What technology does Financial Architects use?
Some of the popular technologies that Financial Architects uses are: goo.gl, WordPress.org, PHP, Google Font API
How do I contact Financial Architects?
Financial Architects contact info: Phone number: (770) 517-8160 Website: www.financialarchitectsllc.com
What does Financial Architects do?

We are a fee-only, academically-oriented, registered investment advisory firm providing financial planning and wealth management to private clients in metro-Atlanta and across the United States. While some advisors still sell products or transactions, our "product" is wisdom and our goal is simple - to help our clients achieve and sustain financial... success. By working with a limited number of clients in a long-term personal relationship - understanding and clarifying your goals, creating a written financial plan, and managing your investment portfolio - we can properly assist you in building your financial future and reaching your goals. On the rest of this web site you will find additional information to introduce us to you. We look forward to exploring whether our approach and philosophy might be right for you. If you would like more information, please contact us.Read More

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

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