Fund Direct Advisors

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

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Overview

Headquarters

7800 Mccloud Rd Ste 200, Greensboro, Nor...

Phone Number

(888) 339-5080

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Fund Direct Advisors

Fund Direct Advisors, located in Greensboro, specializes in retirement plan consulting and wealth management services aimed at ensuring a financially secure retirement. Their team of CERTIFIED FINANCIAL PLANNERS and fiduciaries provides personalized assistance in crafting custom retirement plans while navigating investment regulations. Since 1999, they have served corporate clients by offering comprehensive solutions that include plan investment selection and participant education. The firm is dedicated to helping clients build and maintain their wealth, allowing them the freedom to pursue their interests in retirement.Explore more
Fund Direct Advisors's Social MediaPopular SearchesFund Direct Advisors IncFund Direct AdvisorsSIC Code 62,628NAICS Code 52,523Show more

Fund Direct Advisors Org Chart

PhoneEmail
DS
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Vice President, Wealth Management

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KG
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Vice President, Client Services

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CS
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Principal

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MH
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Investment Administrator

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Fund Direct Advisors

<$5M
1-10
Private
-
2010
DS
Drew SaiaVice President, Wealth Management
$8.1M
11-50
Private
-
2005
N/A
<$5M
1-10
Private
-
2016
JM
Jason MillsBusiness Development Officer
<$5M
1-10
Private
-
2009
CK
Cheeco KhanRegistered Investment Advisor
<$5M
1-10
Private
-
2000
<$5M
1-10
Private
-
2001
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Fund Direct Advisors Tech Stack

A closer look at the technologies used by Fund Direct Advisors

Top Finance Companies

Frequently Asked Questions Regarding Fund Direct Advisors

What is Fund Direct Advisors's official website?
Fund Direct Advisors's official website is www.funddirectadvisors.com
What is Fund Direct Advisors's Revenue?
Fund Direct Advisors's revenue is <$5 Million
What is Fund Direct Advisors's SIC code?
Fund Direct Advisors's SIC: 62,628
What is Fund Direct Advisors's NAICS code?
Fund Direct Advisors's NAICS: 52,523
How many employees does Fund Direct Advisors have?
Fund Direct Advisors has 1-10 employees
What industry does Fund Direct Advisors belong to?
Fund Direct Advisors is in the industry of: Finance, Securities Trading
What is Fund Direct Advisors competition?
Fund Direct Advisors top competitors include: Retirement Plan Advisors, Fondren Oaks Capital Management, Retirement Plan Solutions, SoundHaven Capital Management
What technology does Fund Direct Advisors use?
Some of the popular technologies that Fund Direct Advisors uses are: WordPress.org, PHP, Cloudflare Website Optimization, MailChimp
How do I contact Fund Direct Advisors?
Fund Direct Advisors contact info: Phone number: (888) 339-5080 Website: www.funddirectadvisors.com
What does Fund Direct Advisors do?

Fund Direct Advisors, located in Greensboro, specializes in retirement plan consulting and wealth management services aimed at ensuring a financially secure retirement. Their team of CERTIFIED FINANCIAL PLANNERS and fiduciaries provides personalized assistance in crafting custom retirement plans while navigating investment regulations. Since 1999,... they have served corporate clients by offering comprehensive solutions that include plan investment selection and participant education. The firm is dedicated to helping clients build and maintain their wealth, allowing them the freedom to pursue their interests in retirement.Read More

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

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