Hunt Valley Wealth

Finance · 11-50 Employees

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Overview

Phone Number

(410) 494-4380

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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Feb
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ZI Rank
1
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About Hunt Valley Wealth

Focus Partners Wealth offers personalized wealth management and investment strategies tailored to individual needs, partnering with clients to help them control their financial future. Their services encompass a wide array of financial planning, including specialized planning, family office services, business management, tax services, and retirement solutions. Aimed at individuals, business owners, and non-profits, the company prioritizes clients' personal values and goals in their investment approach. Focus Partners Wealth is committed to providing a collaborative and caring experience through a nationwide network of specialized professionals.Explore more
Hunt Valley Wealth's Social MediaPopular SearchesHunt Valley WealthSIC Code 62,628NAICS Code 52,523Show more

Hunt Valley Wealth Org Chart

PhoneEmail
AF

Client Service Associate

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Hunt Valley Wealth

<$5M
11-50
Private
-
1995
AF
Aisha FarooqClient Service Associate
$6.9M
11-50
Private
-
1983
Denise Lollis, Chief Operating Officer & Chief Compliance Officer at Greenwood Capital Associates
Denise LollisChief Operating Officer & Chief Compliance Officer
$5.1M
11-50
Private
-
2009
HV
Hoang VoManager, Finance
<$5M
1-10
Private
-
2016
MC
Martyna CzopekOperations Specialist
<$5M
1-10
Private
-
2018
FJ
Frank JolleyCo-Chief Investment Officer
<$5M
1-10
Private
-
2000
KB
Kathy BradyDirector, Operations
<$5M
1-10
Private
-
2008
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Hunt Valley Wealth Tech Stack

A closer look at the technologies used by Hunt Valley Wealth

Top Finance Companies

Frequently Asked Questions Regarding Hunt Valley Wealth

What is Hunt Valley Wealth's official website?
Hunt Valley Wealth's official website is www.huntvalleywealth.com
What is Hunt Valley Wealth's Revenue?
Hunt Valley Wealth's revenue is <$5 Million
What is Hunt Valley Wealth's SIC code?
Hunt Valley Wealth's SIC: 62,628
What is Hunt Valley Wealth's NAICS code?
Hunt Valley Wealth's NAICS: 52,523
How many employees does Hunt Valley Wealth have?
Hunt Valley Wealth has 11-50 employees
What industry does Hunt Valley Wealth belong to?
Hunt Valley Wealth is in the industry of: Finance, Securities Trading
What is Hunt Valley Wealth competition?
Hunt Valley Wealth top competitors include: Greenwood Capital Associates, Live Oak Private Wealth, Academy Wealth Management, Forbes Family Trust
What technology does Hunt Valley Wealth use?
Some of the popular technologies that Hunt Valley Wealth uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare Website Optimization
How do I contact Hunt Valley Wealth?
Hunt Valley Wealth contact info: Phone number: (410) 494-4380 Website: www.huntvalleywealth.com
What does Hunt Valley Wealth do?

Focus Partners Wealth offers personalized wealth management and investment strategies tailored to individual needs, partnering with clients to help them control their financial future. Their services encompass a wide array of financial planning, including specialized planning, family office services, business management, tax services, and retiremen... t solutions. Aimed at individuals, business owners, and non-profits, the company prioritizes clients' personal values and goals in their investment approach. Focus Partners Wealth is committed to providing a collaborative and caring experience through a nationwide network of specialized professionals.Read More

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

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