GenWealth Advisory Group

Finance · Utah, United States · 11-50 Employees

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Overview

Headquarters

1218 E 7800 S Ste 200, Sandy, Utah, 8409...

Phone Number

(801) 383-0333

Revenue

$8.9 Million

Industry

Finance Securities Trading
ZI Rank: 3
Signal Type
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ZI Rank
1
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About GenWealth Advisory Group

GenWealth Advisory Group specializes in providing financial advice and wealth management services to help clients achieve their retirement goals. They offer personalized retirement planning, financial evaluations, and strategic implementation tailored to individual needs. The company also hosts informational seminars on retirement income strategies and wealth management. Their intended clients include individuals seeking guidance in managing their wealth and planning for a secure retirement.Explore more
GenWealth Advisory Group's Social MediaPopular SearchesGenWealth Advisory GroupGenwealth Advisory Group IncSIC Code 62,628NAICS Code 52,523Show more

GenWealth Advisory Group Org Chart

PhoneEmail
RS
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Chief Financial Officer & Partner & Investmen...

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Chief Operating Officer & Partner

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Cco & Portfolio Relationship Manager

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Portfolio Relationship Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

GenWealth Advisory Group

$8.9M
11-50
Private
<$5M
2002
RS
Randy SwartwoodChief Financial Officer & Partner & Investment Advisor & Representative
$6.6M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2010
CC
Cj ChinnAnalytics & Reporting Vice President, Operations
<$5M
1-10
Private
-
1988
PP
Peter PetrusoManaging Partner, Financial Advisor
<$5M
1-10
Private
-
1979
JM
Jen MoloneyDirector, Marketing
<$5M
1-10
Private
-
-
MI
Michael IrwinFounding Partner
<$5M
1-10
Private
-
2019
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

GenWealth Advisory Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

GenWealth Advisory Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about GenWealth Advisory Group.

GenWealth Advisory Group financials insights

Gather financial insights about GenWealth Advisory Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2024

Debt

$321K

See All GenWealth Advisory Group's Financials Insights

GenWealth Advisory Group Tech Stack

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Frequently Asked Questions Regarding GenWealth Advisory Group

What is GenWealth Advisory Group's official website?
GenWealth Advisory Group's official website is www.genwealthutah.com
What is GenWealth Advisory Group's Revenue?
GenWealth Advisory Group's revenue is $8.9 Million
What is GenWealth Advisory Group's SIC code?
GenWealth Advisory Group's SIC: 62,628
What is GenWealth Advisory Group's NAICS code?
GenWealth Advisory Group's NAICS: 52,523
How many employees does GenWealth Advisory Group have?
GenWealth Advisory Group has 11-50 employees
What industry does GenWealth Advisory Group belong to?
GenWealth Advisory Group is in the industry of: Finance, Securities Trading
What is GenWealth Advisory Group competition?
GenWealth Advisory Group top competitors include: Willie Schuette, Raymond James Financial Services, Petruso Financial Services, Taylor Wealth Management
What technology does GenWealth Advisory Group use?
Some of the popular technologies that GenWealth Advisory Group uses are: WordPress.org, PHP, Cloudflare CDN, Google Font API
Who is the CFO of GenWealth Advisory Group?
GenWealth Advisory Group's CFO is Randy Swartwood
How do I contact GenWealth Advisory Group?
GenWealth Advisory Group contact info: Phone number: (801) 383-0333 Website: www.genwealthutah.com
What does GenWealth Advisory Group do?

GenWealth Advisory Group specializes in providing financial advice and wealth management services to help clients achieve their retirement goals. They offer personalized retirement planning, financial evaluations, and strategic implementation tailored to individual needs. The company also hosts informational seminars on retirement income strategies... and wealth management. Their intended clients include individuals seeking guidance in managing their wealth and planning for a secure retirement.Read More

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

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