Fogel Capital Management
Likely to Engage tag.Highly Engaged Employees

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

453 SE Riverside Dr, Stuart, Florida, 34...

Phone Number

(772) 223-9686

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Fogel Capital Management

Fogel Capital is a Federally Registered Investment Advisory firm located in Stuart, FL and New York, NY, specializing in personalized investment management services tailored to the unique financial situations of individuals, trusts, guardianships, institutions, and corporations. Their offerings include corporate retirement plans, retirement planning, trust administration, estate and tax planning, and family office services. The firm prides itself on a disciplined investment philosophy focused on capital preservation and has a team of experienced professionals with extensive backgrounds in finance and investment management. Fogel Capital aims to provide exceptional service and customized strategies to help clients achieve their financial goals.Explore more
Fogel Capital Management's Social MediaPopular Searchesfogel capital management IncFogel Capital ManagementFogel Capital Management LLCFogel Management Group LLCFogel CapitalSIC Code 62,628NAICS Code 52,523Show more

Fogel Capital Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Fogel Capital Management

<$5M
11-50
Private
<$5M
1995
MF
Michael FogelPresident & Chief Investment Officer
<$5M
11-50
Private
-
1962
NG
Nicole GayChief Compliance Officer
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2000
<$5M
1-10
Private
-
2011
KC
Keri CruzDirector of Impressions, Administrative Assistant
<$5M
1-10
Private
-
1972
MF
Matthew FurlongPortfolio Manager, Managing Member & Principal
<$5M
1-10
Private
-
2011
CF
Cheri FranklinPresident & Co-Founder
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Company Profile Activity

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Among all Finance companies

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Activity Insights

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

What does this means?

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

Fogel Capital Management financials insights

Gather financial insights about Fogel Capital 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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Fogel Capital Management Tech Stack

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Frequently Asked Questions Regarding Fogel Capital Management

What is Fogel Capital Management's official website?
Fogel Capital Management's official website is www.fogelcapital.com
What is Fogel Capital Management's Revenue?
Fogel Capital Management's revenue is <$5 Million
What is Fogel Capital Management's SIC code?
Fogel Capital Management's SIC: 62,628
What is Fogel Capital Management's NAICS code?
Fogel Capital Management's NAICS: 52,523
How many employees does Fogel Capital Management have?
Fogel Capital Management has 11-50 employees
What industry does Fogel Capital Management belong to?
Fogel Capital Management is in the industry of: Finance, Securities Trading
What is Fogel Capital Management competition?
Fogel Capital Management top competitors include: Stockade Wealth Management, Clarity Capital Advisors, Purtill Financial, Chronos Wealth Management
What technology does Fogel Capital Management use?
Some of the popular technologies that Fogel Capital Management uses are: WordPress.org, PHP, F5 Silverline DDoS Protection, MonsterCommerce
How do I contact Fogel Capital Management?
Fogel Capital Management contact info: Phone number: (772) 223-9686 Website: www.fogelcapital.com
What does Fogel Capital Management do?

Fogel Capital is a Federally Registered Investment Advisory firm located in Stuart, FL and New York, NY, specializing in personalized investment management services tailored to the unique financial situations of individuals, trusts, guardianships, institutions, and corporations. Their offerings include corporate retirement plans, retirement plannin... g, trust administration, estate and tax planning, and family office services. The firm prides itself on a disciplined investment philosophy focused on capital preservation and has a team of experienced professionals with extensive backgrounds in finance and investment management. Fogel Capital aims to provide exceptional service and customized strategies to help clients achieve their financial goals.Read More

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

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