Frederick Wells Advisors

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

1575 Mcfarland Rd Ste 215, Pittsburgh, P...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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Feb
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ZI Rank
1
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About Frederick Wells Advisors

Frederick Wells Advisors is a financial services firm based in Pittsburgh, PA, specializing in generational wealth planning, comprehensive financial planning, and wealth management. The company aims to provide personalized financial strategies tailored to the unique needs of its clients, ensuring a collaborative approach to wealth management. Their team of experienced professionals is dedicated to helping clients navigate their financial journeys and achieve their lifelong financial goals. Frederick Wells Advisors serves a diverse clientele, offering integrated solutions rooted in trust and commitment.Explore more
Frederick Wells Advisors's Social MediaPopular SearchesFrederick Wells AdvisorsStratos Wealth Partners LtdSIC Code 62,628NAICS Code 52,523Show more

Frederick Wells Advisors Org Chart

PhoneEmail
JG
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Manager, Client Services & Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Frederick Wells Advisors

<$5M
1-10
Private
-
2017
JG
Julie GalvinManager, Client Services & Operations
<$5M
1-10
Private
-
2001
TB
Teresa BurdetteBranch Operations Service Manager
<$5M
1-10
Private
-
-
ML
Melissa LevinAdmin Assistant
<$5M
1-10
Private
<$5M
2005
JM
Jamie MorrisonOffice Manager
<$5M
1-10
Private
-
-
<$5M
11-50
Private
-
1998
DA
David AllairePresident & Portfolio Manager
<$5M
1-10
Private
-
2018
AM
Andrew MaronPresident & CEO
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Frederick Wells Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Frederick Wells Advisors Tech Stack

A closer look at the technologies used by Frederick Wells Advisors

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Frequently Asked Questions Regarding Frederick Wells Advisors

What is Frederick Wells Advisors's official website?
Frederick Wells Advisors's official website is www.frederickwells.com
What is Frederick Wells Advisors's Revenue?
Frederick Wells Advisors's revenue is <$5 Million
What is Frederick Wells Advisors's SIC code?
Frederick Wells Advisors's SIC: 62,628
What is Frederick Wells Advisors's NAICS code?
Frederick Wells Advisors's NAICS: 52,523
How many employees does Frederick Wells Advisors have?
Frederick Wells Advisors has 1-10 employees
What industry does Frederick Wells Advisors belong to?
Frederick Wells Advisors is in the industry of: Finance, Securities Trading
What is Frederick Wells Advisors competition?
Frederick Wells Advisors top competitors include: Marquis Financial Services, Cornerstone Financial and Associates, Broadridge Financial Solutions, Paragon Strategic Wealth
What technology does Frederick Wells Advisors use?
Some of the popular technologies that Frederick Wells Advisors uses are: Cloudflare Website Optimization, Microsoft 365, Google Tag Manager, GoDaddy DNS
What does Frederick Wells Advisors do?

Frederick Wells Advisors is a financial services firm based in Pittsburgh, PA, specializing in generational wealth planning, comprehensive financial planning, and wealth management. The company aims to provide personalized financial strategies tailored to the unique needs of its clients, ensuring a collaborative approach to wealth management. Their... team of experienced professionals is dedicated to helping clients navigate their financial journeys and achieve their lifelong financial goals. Frederick Wells Advisors serves a diverse clientele, offering integrated solutions rooted in trust and commitment.Read More

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

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