Haug Wealth Management

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

406 9th Ave Ste 308, San Diego, Californ...

Phone Number

(619) 487-9044

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Haug Wealth Management

Haug Wealth Management is a United States-based financial advisory practice serving a select group of individuals, families, and businesses. The team provides personalized wealth management services through a consultative approach, integrated financial strategies, and client-centered service, helping clients build and manage their wealth with experienced professional guidance. Securities and advisory services are offered through LPL Financial, a registered investment advisor and member of FINRA and SIPC.Explore more
Haug Wealth Management's Social MediaPopular SearchesHaug Wealth ManagementJames Haug Financial AdvisorsSIC Code 62,628NAICS Code 52,523Show more

Haug Wealth Management Org Chart

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Team's Financial Planning Specialist

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Haug Wealth Management

<$5M
1-10
Private
-
2019
SS
Stanley ShursonTeam's Financial Planning Specialist
$5.8M
1-10
Private
<$5M
2014
James Parris, Chief Executive Officer & Founder at Ivory Wealth Management
James ParrisCEO & Founder
<$5M
1-10
Private
-
2019
DB
Darrin BrooksRepresentative
<$5M
11-50
Private
-
1998
DA
David AllairePresident & Portfolio Manager
<$5M
1-10
Private
-
2017
JW
Jay WallingerFinancial Advisor
<$5M
1-10
Private
-
2020
JB
Joan BernsteinFinancial Advisor
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Company Profile Activity

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Among all Finance companies

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Activity Insights

Haug Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Haug Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Haug Wealth Management.

Haug Wealth Management Tech Stack

A closer look at the technologies used by Haug Wealth Management

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Frequently Asked Questions Regarding Haug Wealth Management

What is Haug Wealth Management's official website?
Haug Wealth Management's official website is www.haugwealth.com
What is Haug Wealth Management's Revenue?
Haug Wealth Management's revenue is <$5 Million
What is Haug Wealth Management's SIC code?
Haug Wealth Management's SIC: 62,628
What is Haug Wealth Management's NAICS code?
Haug Wealth Management's NAICS: 52,523
How many employees does Haug Wealth Management have?
Haug Wealth Management has 1-10 employees
What industry does Haug Wealth Management belong to?
Haug Wealth Management is in the industry of: Finance, Securities Trading
What is Haug Wealth Management competition?
Haug Wealth Management top competitors include: JLB Wealth Management Group, Legacy One Financial, Wallinger Financial Services, Ivory Wealth Management
What technology does Haug Wealth Management use?
Some of the popular technologies that Haug Wealth Management uses are: Google Universal Analytics, Squarespace Online Stores, HubSpot, Adobe Typekit
How do I contact Haug Wealth Management?
Haug Wealth Management contact info: Phone number: (619) 487-9044 Website: www.haugwealth.com
What does Haug Wealth Management do?

Haug Wealth Management is a United States-based financial advisory practice serving a select group of individuals, families, and businesses. The team provides personalized wealth management services through a consultative approach, integrated financial strategies, and client-centered service, helping clients build and manage their wealth with exper... ienced professional guidance. Securities and advisory services are offered through LPL Financial, a registered investment advisor and member of FINRA and SIPC.Read More

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

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