Foothills Wealth Management

Finance · South Carolina, United States · 1-10 Employees

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Overview

Headquarters

510 Reed Rd, Anderson, South Carolina, 2...

Phone Number

(864) 224-6312

Revenue

$6.1 Million

Industry

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

Foothills Wealth Management specializes in independent financial and investment planning, focusing on helping families define and preserve their financial legacies. They offer a range of services including financial planning, retirement, estate, investment, insurance, and tax strategies tailored to individual goals. The firm emphasizes long-term relationships built on open communication and values, aiming to provide a meaningful and rewarding wealth management experience. Their target clients include families seeking to achieve important financial and lifestyle goals across generations.Explore more
Foothills Wealth Management's Social MediaPopular SearchesFoothills Wealth ManagementFoothills Wealth Management LLCBynum FinancialBynum Financial GroupBynum Financial Group IncSIC Code 62,628NAICS Code 52,523Show more

Foothills Wealth Management Org Chart

PhoneEmail
TS
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Foothills Wealth Manageme...

$6.1M
1-10
Private
-
1993
TS
Tina ShelpOffice Manager
<$5M
1-10
Private
-
2014
JM
Judith MorrealeOffice Manager
<$5M
11-50
Private
<$5M
2011
AM
April MasteyPresident & CEO
<$5M
1-10
Private
-
1998
Paul Leuba, Chief Technology Officer at Hergenroeder Financial Advisors
Paul LeubaChief Technology Officer
<$5M
1-10
Private
-
2014
RR
Renee RiggleOffice Manager
<$5M
1-10
Private
-
1984
BC
Ben CramerManager, Research
<$5M
1-10
Private
-
-
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Foothills Wealth Management Tech Stack

A closer look at the technologies used by Foothills Wealth Management

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Frequently Asked Questions Regarding Foothills Wealth Management

What is Foothills Wealth Management's official website?
Foothills Wealth Management's official website is www.foothillswm.com
What is Foothills Wealth Management's Revenue?
Foothills Wealth Management's revenue is $6.1 Million
What is Foothills Wealth Management's SIC code?
Foothills Wealth Management's SIC: 62,628
What is Foothills Wealth Management's NAICS code?
Foothills Wealth Management's NAICS: 52,523
How many employees does Foothills Wealth Management have?
Foothills Wealth Management has 1-10 employees
What industry does Foothills Wealth Management belong to?
Foothills Wealth Management is in the industry of: Finance, Securities Trading
What is Foothills Wealth Management competition?
Foothills Wealth Management top competitors include: Leicht Financial Planning & Wealth Management, Elluvium Financial, Fors Financial Consulting, Financial Services Group of Michigan
What technology does Foothills Wealth Management use?
Some of the popular technologies that Foothills Wealth Management uses are: Cloudflare Website Optimization, Smarsh, Google Tag Manager, GoDaddy DNS
How do I contact Foothills Wealth Management?
Foothills Wealth Management contact info: Phone number: (864) 224-6312 Website: www.foothillswm.com
What does Foothills Wealth Management do?

Foothills Wealth Management specializes in independent financial and investment planning, focusing on helping families define and preserve their financial legacies. They offer a range of services including financial planning, retirement, estate, investment, insurance, and tax strategies tailored to individual goals. The firm emphasizes long-term re... lationships built on open communication and values, aiming to provide a meaningful and rewarding wealth management experience. Their target clients include families seeking to achieve important financial and lifestyle goals across generations.Read More

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

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