FR Owen & Associates

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

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Overview

Headquarters

10710 Sikes Pl Ste 140, Charlotte, North...

Phone Number

(704) 321-1343

Revenue

<$5 Million

Industry

Finance Insurance Business Services Securities Trading Project Management
ZI Rank: 1
Signal Type
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ZI Rank
1
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About FR Owen & Associates

F.R. Owen & Associates specializes in retirement planning services for public service professionals and corporations, focusing primarily on educators and their families. The company offers dependable financial solutions, including investment and insurance needs, through experienced advisors and a supportive staff. Established in 1980, it has evolved to provide a national network of resources after joining the U.S. Retirement Partners in 2008. Their commitment to personal attention and client care remains a cornerstone of their service.Explore more
Popular SearchesFR Owen & AssociatesOwen R IncR Owen & AssocF R Owen & Associates - IncF R Owen & Associates IncSIC Code 62,628NAICS Code 52,523Show more

FR Owen & Associates Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

FR Owen & Associates

<$5M
1-10
Private
-
2004
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
$7.8M
11-50
Private
-
1946
TM
Todd McKeySenior Vice President and Chief Financial Officer and Cashier
<$5M
11-50
Private
-
-
DM
Donna MillerVice President & Chief Operating Officer
<$5M
1-10
Private
-
1991
N/A
<$5M
1-10
Private
-
2003
BS
Bobby SopherDirector, Financial Planning Strategy & Lead Advisor
<$5M
1-10
Private
-
2012
Paul Holjes, Manager, Wealth & Founder at Peak Mountain Advisors
Paul HoljesManager, Wealth & Founder
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

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Activity Insights

FR Owen & Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

FR Owen & Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about FR Owen & Associates.

FR Owen & Associates Tech Stack

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Frequently Asked Questions Regarding FR Owen & Associates

What is FR Owen & Associates's official website?
FR Owen & Associates's official website is www.frowen.com
What is FR Owen & Associates's Revenue?
FR Owen & Associates's revenue is <$5 Million
What is FR Owen & Associates's SIC code?
FR Owen & Associates's SIC: 62,628
What is FR Owen & Associates's NAICS code?
FR Owen & Associates's NAICS: 52,523
How many employees does FR Owen & Associates have?
FR Owen & Associates has 1-10 employees
What industry does FR Owen & Associates belong to?
FR Owen & Associates is in the industry of: Finance, Insurance, Business Services
What is FR Owen & Associates competition?
FR Owen & Associates top competitors include: Sopher Financial Group, American Heritage Bank, North Central Bank, Sachs Financial Servic
What technology does FR Owen & Associates use?
Some of the popular technologies that FR Owen & Associates uses are: DocuSign, WooCommerce, WordPress.org, PHP
How do I contact FR Owen & Associates?
FR Owen & Associates contact info: Phone number: (704) 321-1343 Website: www.frowen.com
What does FR Owen & Associates do?

F.R. Owen & Associates specializes in retirement planning services for public service professionals and corporations, focusing primarily on educators and their families. The company offers dependable financial solutions, including investment and insurance needs, through experienced advisors and a supportive staff. Established in 1980, it has evolve... d to provide a national network of resources after joining the U.S. Retirement Partners in 2008. Their commitment to personal attention and client care remains a cornerstone of their service.Read More

Is FR Owen & Associates a public company?
FR Owen & Associates is private company therefore does not currently have an official ticker symbol
See more information about FR Owen & Associates

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