Hale Lamb Associates

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

24632 San Juan Ave Ste 200, Dana Point, ...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Hale Lamb Associates

Hale Lamb & Associates LLC is a family-run financial advisory firm that offers a range of services including retirement planning, investment planning, estate planning, and tax planning for both individuals and business owners. They focus on building lasting relationships with clients, providing personalized financial guidance and support tailored to individual needs. The firm emphasizes clarity and stewardship, ensuring clients understand their financial options and have a clear roadmap towards achieving their financial goals. Their services are designed to assist clients in navigating life's financial complexities while maintaining a personal touch.Explore more
Hale Lamb Associates's Social MediaPopular SearchesHale Lamb AssociatesSIC Code 62,628NAICS Code 52,523Show more

Hale Lamb Associates Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Hale Lamb Associates

<$5M
1-10
Private
-
-
SS
Simona ShevlingClient Care Specialist
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
1-10
Private
-
-
TH
Thomas HerrinData Scientist
<$5M
1-10
Private
-
1986
JN
Justin NorrisDirector, Operations
<$5M
1-10
Private
-
-
TM
Teuta MorinaDirector and the Senior Wealth Advisor
<$5M
1-10
Private
-
2019
SS
Stanley ShursonTeam's Financial Planning Specialist
<$5M
1-10
Private
-
1983
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Company Profile Activity

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Among all Finance companies

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High Activity

Activity Insights

Hale Lamb Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Hale Lamb Associates Tech Stack

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Frequently Asked Questions Regarding Hale Lamb Associates

What is Hale Lamb Associates's official website?
Hale Lamb Associates's official website is www.halelamb.com
What is Hale Lamb Associates's Revenue?
Hale Lamb Associates's revenue is <$5 Million
What is Hale Lamb Associates's SIC code?
Hale Lamb Associates's SIC: 62,628
What is Hale Lamb Associates's NAICS code?
Hale Lamb Associates's NAICS: 52,523
How many employees does Hale Lamb Associates have?
Hale Lamb Associates has 1-10 employees
What industry does Hale Lamb Associates belong to?
Hale Lamb Associates is in the industry of: Finance, Securities Trading
What is Hale Lamb Associates competition?
Hale Lamb Associates top competitors include: Herrin Financial, Haug Wealth Management, Tiburon Wealth Advisors, Goodrich and Associates
What technology does Hale Lamb Associates use?
Some of the popular technologies that Hale Lamb Associates uses are: Drupal, Proofpoint, AddToAny, Google Tag Manager
What does Hale Lamb Associates do?

Hale Lamb & Associates LLC is a family-run financial advisory firm that offers a range of services including retirement planning, investment planning, estate planning, and tax planning for both individuals and business owners. They focus on building lasting relationships with clients, providing personalized financial guidance and support tailored t... o individual needs. The firm emphasizes clarity and stewardship, ensuring clients understand their financial options and have a clear roadmap towards achieving their financial goals. Their services are designed to assist clients in navigating life's financial complexities while maintaining a personal touch.Read More

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

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