HORAN Wealth

Finance · Ohio, United States · 51-200 Employees

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Overview

Headquarters

8044 Montgomery Rd Ste 640, Cincinnati, ...

Phone Number

(513) 745-0707

Revenue

$15.1 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
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About HORAN Wealth

HORAN Wealth is a financial services firm based in Cincinnati, OH, specializing in wealth management and financial planning for individuals, families, and businesses. They offer a comprehensive range of services including retirement plan consulting, estate planning, and insurance solutions, aimed at helping clients achieve their financial goals and secure their future. The firm is dedicated to providing personalized strategies that address the unique needs of their clients while ensuring long-term financial health. With a focus on building and preserving wealth, HORAN Wealth partners with clients to navigate life's financial challenges and opportunities.Explore more
HORAN Wealth's Social MediaPopular SearchesHORAN Wealth IncHORAN WealthSIC Code 62,628NAICS Code 52,523Show more

HORAN Wealth Org Chart

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Chief Compliance Officer

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Principal and Portfolio Manager

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MB
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Principal and Portfolio Manager - HORAN Capit...

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Executive Assistant & Corporate Secretary

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Senior Relationship Manager & Registered Repr...

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Wealth Advisor

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Associate Wealth Advisor

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Wealth Advisor

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Underwriter

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

HORAN Wealth

$15.1M
51-200
Private
-
1948
CG
Connie GrosserChief Compliance Officer
$21.3M
11-50
Private
<$5M
1980
Eric Unger, Partner, President, Chief Compliance Officer at Affiance Financial
Eric UngerPartner, President, Chief Compliance Officer
$5.9M
11-50
Private
-
-
SW
Shelly WalkerManager, Client Services
$5.6M
51-200
Private
<$5M
2006
Joanne Covarrubias, Chief Operating Officer (SAN Antonio) at IMG Financial Group
Joanne CovarrubiasChief Operating Officer (SAN Antonio)
<$5M
51-200
Private
-
2008
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

HORAN Wealth Tech Stack

A closer look at the technologies used by HORAN Wealth

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Frequently Asked Questions Regarding HORAN Wealth

What is HORAN Wealth's official website?
HORAN Wealth's official website is www.horanwealth.com
What is HORAN Wealth's Revenue?
HORAN Wealth's revenue is $15.1 Million
What is HORAN Wealth's SIC code?
HORAN Wealth's SIC: 62,628
What is HORAN Wealth's NAICS code?
HORAN Wealth's NAICS: 52,523
How many employees does HORAN Wealth have?
HORAN Wealth has 51-200 employees
What industry does HORAN Wealth belong to?
HORAN Wealth is in the industry of: Finance, Insurance, Securities Trading
What is HORAN Wealth competition?
HORAN Wealth top competitors include: Westex Investment Services, Global Wealth Solutions, Van Reed Wealth Management, Affiance Financial
What technology does HORAN Wealth use?
Some of the popular technologies that HORAN Wealth uses are: Drupal, Act-On, Google Font API, ZoomInfo
How do I contact HORAN Wealth?
HORAN Wealth contact info: Phone number: (513) 745-0707 Website: www.horanwealth.com
What does HORAN Wealth do?

HORAN Wealth is a financial services firm based in Cincinnati, OH, specializing in wealth management and financial planning for individuals, families, and businesses. They offer a comprehensive range of services including retirement plan consulting, estate planning, and insurance solutions, aimed at helping clients achieve their financial goals and... secure their future. The firm is dedicated to providing personalized strategies that address the unique needs of their clients while ensuring long-term financial health. With a focus on building and preserving wealth, HORAN Wealth partners with clients to navigate life's financial challenges and opportunities.Read More

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

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